Geoff Cook Cfp®, Chaip®, Ris® Email & Phone Number

Experience- Helping clients identify objectives, and executing a strategy to achieve goals.- Carry the globally recognized Certified Financial Planner designation(CFP)- 2015 Simcoe County Young Professional of the Year given by The Simcoe County Young Professionals Association- Time spent to create an incredible network of professionals to offer superior service and advice to people.- 50+ hours of continuing education per year in financial services.- 3 years visiting Warren Buffet in Omaha, Nebraska.- Working with small and medium sized companies to implement benefit plans, and use strategies to save tax and pull tax free money out of their company.- Expert in Alternative Investments carrying the Chartered Alternative Investment Planner designation.- Chartering member and Program Chair of The Rotary Club of Innisfil (2009 - 2013)- Toastmaster.- A variety of volunteering roles.- Treasurer and member of the board for The Innisfil Celtic Festival (2012)- Board of Director for The Simcoe County Estate Planning Council (2nd terms)- Member of The Kempenfelt Rotary Club currently serving on the Board as the Community & International Chair (2017 - 2019)Goals- To create a place for people to get simple sound financial advice. A place that will make people happy and excited to visit. A place that has the ability to look at a persons complete picture and provide the resources needed to put clients at ease, and achieve all necessary goals.- I want to make a difference in peoples lives. I look forward to years down the road when people will come and tell me that I helped them get where they are today.- To give back to the community and make a difference.- To help clients achieve their version of success.- Create a web site that allows an easy way for people to educate themselves enough to make necessary financial decisions with confidence.Specialties: Financial planning for business owners and professionals.

Listed skills include Investments, Strategic Financial Planning, Estate Planning, Financial Advisory, and 35 others.

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  President

  Infinite Financial

  Aug 2009 - Present - 387 Mapleview Dr.W, Barrie, Ontario

  In 2009 I created the Infinite Financial brand with a vision of creating a full service Financial Planning firm with the ability to offer products and services from any of the major Banks, Investment, and Insurance companies in Canada. I was taken by every companies claim to be "the biggest and the best" when the reality is that all product providers are great, just in their own way.We are the antithesis of a large corporate financial services firm. We believe in individual personal service. When you call us you get people to talk to and we always follow up in a timely manner. We do not treat clients like a number and do not believe in the pre-packaged solutions often utilized by larger firms.We have created an incredible professional network, and our clients are happy to know they are taken care of.By feeding off the knowledge and experience of Banwell Financial, and Bridgeforce Financial, our ability to offer superior service and recommendations to our clients is second to none. We have created an incredible team to partner with our clients.I created Infinite Financial with the intentions of being able to offer;- Infinite Service- Infinite SolutionsTo offer a wide variety of financial products to our clients we have two core strategic partners;Investia Financial Services Inc: Our investment focused partner provides expertise, resources and helps us offer the following;- Private Investment Council/ Private Wealth Services- Flow Through Shares- Group Retirement Benefit Plans- Principal Protected Notes- Individual Pension Plans- Mutual Funds- GIC'sBridgeforce Financial: Our Insurance focused partner provides expertise, resources and helps us offer the following;- Life Insurance- Disability Insurance- Critical Illness Insurance- Long Term Care Insurance- Health and Dental Insurance- Health Spending Accounts- Group Health Benefit Plans- Segregated Funds- Travel Insurance- Annuities