Headquarters:
100 King Street West, Suite 5310, Toronto, ON
Year founded:
2004
Number of employees:
60
Phone:
416 861 0911
Email:
info@inf-systems.com
Website:
inf-systems.com
LinkedIn:
linkedin.com/company/infinite-investment-systems
“We emphasize service, and our team is the best in the industry. From day-to-day support to detailed system implementations, we are out to exceed expectations”
MIKE ZEGERS,
INFINITE INVESTMENT SYSTEMS
Ali Zahedi
Chief Executive Officer
Ahmad Joulaie
Managing Director, Chief Software Architect
Leila Ouji
Executive Vice President
Leadership
Ali Zahedi is CEO and co-founder of Infinite. He started his career in the financial industry in 1998 as a developer for a firm providing financial systems in the Canadian market. He co-founded Infinite Investment Systems with Ahmad Joulaie in 2004. As a software engineer, Ali initially focused on system development and the marketing of Harmony.
At present, he is primarily focused on the growth of the business and its overall direction. Given his experience and background, he remains hands-on with certain aspects of the system implementation and product development.
Chief Executive Officer
Ali Zahedi
Ahmad Joulaie is co-founder and chief software architect of Infinite Investment Systems. He started his career in the financial industry in 1995 as a developer for Footprint software, which was later acquired by IBM. Additionally, he acted as a dedicated resource in Fortune Financial’s mutual fund services division. He went on to become co-founder of a portfolio management system provider company in Toronto in 1997 and stayed on as chief software architect until his departure in 2002. In 2004, he co-founded Infinite Investment Systems with Ali Zahedi. Ahmad holds a Civil Engineering degree.
Managing Director, Chief Software Architect
Ahmad Joulaie
Leila Ouji oversees the collaboration of all internal Infinite teams including support, development, and implementation, to ensure that the firm is collectively providing best-in-class services to all clients. She regularly engages with clients to discuss their needs with the aim of introducing efficiencies to their daily operations and maximizing their effective use of IIS’s services and software solutions.
Since she joined the team in 2009, she has worked in marketing, client services, and project management, giving her insight into many aspects of the business. Leila received her Honours BA, MA, and PhD degrees from the University of Toronto.
Executive Vice President
Leila Ouji
“We emphasize service, and our team is the best in the industry. From day-to-day support to detailed system implementations, we are out to exceed expectations”
MIKE ZEGERS,
INFINITE INVESTMENT SYSTEMS
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions”
MIKE ZEGERS,
INFINITE INVESTMENT SYSTEMS
Leadership
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions”
MIKE ZEGERS,
INFINITE INVESTMENT SYSTEMS
“We emphasize service, and our team is the best in the industry. From day-to-day support to detailed system implementations, we are out to exceed expectations”
MIKE ZEGERS, INFINITE INVESTMENT SYSTEMS
Leadership
Paul Gambell
Executive Vice President, Business Strategy
As executive vice president of business strategy, Paul Gambell is responsible for identifying and developing business strategies and revenue opportunities for Infinite Investment Systems. He has 30 years of experience as a leader in the financial services industry.
Before joining Infinite, Paul spent 15 years as founder and managing director of a consulting firm that provided operational and IT subject matter expertise to the industry, with a focus on book of record, portfolio management, regulatory and trading solutions.
Executive Vice President, Business Strategy
Paul Gambell
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy, and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach.
Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his product and industry knowledge. He is passionate about exceeding client expectations from day one.
Vice President, Strategy and Business Development
Mike Zegers
Infinite Investment Systems prides itself on its flagship product, Harmony, a comprehensive portfolio management system that provides the functionality required to meet regulatory and operational requirements in running a wealth management firm.
Additionally, the team at Infinite offers robust solutions tailored to address the challenges encountered by wealth and investment management firms in maximizing their data utilization, providing them independence, autonomy, and opportunities to do more with their data.
According to Mike Zegers, vice president of strategy and business development, “We emphasize service, and our team is the best in the industry. From day-to-day support to detailed system implementations, we are out to exceed expectations.”
Utilizing the firm’s software, advisors gain access to a suite of tools designed to streamline their daily workflow, including portfolio accounting, valuation, trading, order management, CRM, fee billing, and compliance tools. With Harmony, tasks that once took several days or even multiple weeks can now be accomplished in mere hours.
Harmony’s latest version, V11, introduces dynamic dashboard functionality, enabling portfolio managers to glean comprehensive insights into their clients’ holdings and performance from a single, user-friendly interface.
“Until now, this type of data would need to be compiled through multiple reports or customized report packaging. Advisors want to be able to view client details quickly and this allows them to do so,” says Zegers.
Marking two decades in business, Infinite uses its in-house development team to pioneer innovation.
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions”
MIKE ZEGERS,
INFINITE INVESTMENT SYSTEMS
Steve Flamand
Executive Director of Product, Corporate, IT and Digital Strategy
Kirk Merrett
Director, HR and Administration
Michael Ricciuto
Director, Safety and Compliance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms.
Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends.
Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.
Executive Director of Product, Corporate, IT and Digital Strategy
Steve Flamand
Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance.
Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada.
Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.
Director, HR and Administration
Kirk Merrett
Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies.
Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada.
Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.
Director, Safety and Compliance
Michael Ricciuto
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability.
CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).
Zegers explains, “The great part about our software is the autonomy it provides from an operational perspective; we’re never asking clients to fit a square peg into a round hole.”
In 2022, the firm embarked on its first large-scale Professional Services initiative with the launch of its Data Platform, developed in partnership with a major Canadian bank. The data-centric endeavour aims to enhance process efficiency and remove the need for firms to rely on legacy systems that often lack capability.
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions,” Zegers emphasizes.
Moreover, Harmony distinguishes itself through its seamless blend of portfolio management functionalities and client relationship management.
Integration with platforms like DocuSign, coupled with enhancements to the Harmony Client Portal, provide portfolio managers and advisors greater flexibility in client interactions.
Support services include access to live agents who assist clients with daily operational needs. Additionally, each client is assigned a project/account manager to help navigate software enhancements and customizations.
“At Infinite, we specialize in unlocking the power and value inherent in data. By delivering scalable solutions to independent wealth management firms and larger financial institutions, we aim to drive superior outcomes for advisors and their clients by modernizing foundational data infrastructure,” says Zegers.
Zegers explains, “The great part about our software is the autonomy it provides from an operational perspective; we’re never asking clients to fit a square peg into a round hole.”
In 2022, the firm embarked on its first large-scale Professional Services initiative with the launch of its Data Platform, developed in partnership with a major Canadian bank. The data-centric endeavour aims to enhance process efficiency and remove the need for firms to rely on legacy systems that often lack capability.
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions,” Zegers emphasizes.
Moreover, Harmony distinguishes itself through its seamless blend of portfolio management functionalities and client relationship management.
Integration with platforms like DocuSign, coupled with enhancements to the Harmony Client Portal, provide portfolio managers and advisors greater flexibility in client interactions.
Support services include access to live agents who assist clients with daily operational needs. Additionally, each client is assigned a project/account manager to help navigate software enhancements and customizations.
“At Infinite, we specialize in unlocking the power and value inherent in data. By delivering scalable solutions to independent wealth management firms and larger financial institutions, we aim to drive superior outcomes for advisors and their clients by modernizing foundational data infrastructure,” says Zegers.
Zegers explains, “The great part about our software is the autonomy it provides from an operational perspective; we’re never asking clients to fit a square peg into a round hole.”
In 2022, the firm embarked on its first large-scale Professional Services initiative with the launch of its Data Platform, developed in partnership with a major Canadian bank. The data-centric endeavour aims to enhance process efficiency and remove the need for firms to rely on legacy systems that often lack capability.
“Our focus is on helping clients leverage their financial data to the max. For us, some of that means exploring and leveraging new technologies into our set of what we believe are foundational solutions,” Zegers emphasizes.
Moreover, Harmony distinguishes itself through its seamless blend of portfolio management functionalities and client relationship management.
Integration with platforms like DocuSign, coupled with enhancements to the Harmony Client Portal, provide portfolio managers and advisors greater flexibility in client interactions.
Support services include access to live agents who assist clients with daily operational needs. Additionally, each client is assigned a project/account manager to help navigate software enhancements and customizations.
“At Infinite, we specialize in unlocking the power and value inherent in data. By delivering scalable solutions to independent wealth management firms and larger financial institutions, we aim to drive superior outcomes for advisors and their clients by modernizing foundational data infrastructure,” says Zegers.