Our Wealth Management Team

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Kyle Jones, BSc

Kyle comes to Infinite Wealth Planning after having his own financial consulting practice in Calgary that specialized in investment and insurance solutions for business owners and professionals. Kyle’s focus is on wholistic financial planning and ensuring client's needs are being met when it comes to risk management, investment returns and overall financial well-being.

Senior Financial Advisor

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Bob McMaster, PFP

Bob has worked in banking and finance planning for the last 28 years. He has been working at Infinite to provide an integrated approach to financial planning with the firms clients, working to provide clients financial success and freedom.

Financial Planner

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Partner Emeritus

David C. Thompson CPA, CA

David founded Infinite, and will transition from full-time public practice, to involvement in our Wealth Advisory practice, where he will continue to assist clients with their broader financial planning and advisory needs.

Through our four‑step process, we help you use your resources wisely—

so you can enjoy the life you’ve worked hard to build.

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Discover

We begin by understanding what matters most to you. In our initial meeting, we gain clarity on where you are today and where you want to go, guided by our “My Why” exercise to uncover your priorities and motivations.

Advise

With a clear picture of your goals, we develop a customized plan and provide focused advice aligned with your priorities—connecting every recommendation to what you want to achieve in your financial life.

Implement

Our team of specialists puts your plan into action. Together, we measure progress, monitor results, and make adjustments as needed to keep your plan on track.

Review

As your life and circumstances evolve, so does your plan. We remain actively involved—reviewing progress, revisiting your “My Why,” and updating your strategy to reflect changes and new opportunities.

It starts with what matters most to you. Our Wealth Advisory services go beyond those offered by most accounting firms by integrating your personal and business finances into one clear, focused plan—designed to help you reach your goals.

The Integrated Approach to Managing Your Wealth

Your goals. Your future.
Confident wealth planning begins here.

If these questions sound familiar, we’re ready to help:

  • Can I afford the retirement I picture—winters in Arizona and travel abroad?

  • Will we be able to remain in our home long term? Do I have the right insurance coverage for today and the future?

  • What will my estate be worth, and how can I enhance its value?

  • How can I minimize taxes now and throughout retirement?

  • What’s the best way to help my adult children purchase their first home?

  • Is my investment strategy aligned with my long-term goals?

  • Is my business adequately insured to protect what I’ve built?

We help you make informed decisions through thoughtful, strategic planning.

  • Optimizing CPP and OAS timing to maximize lifetime benefits while minimizing clawbacks.

  • Strategic conversion of RRSPs to RRIFs and LIRAs to LIFs, based on income needs and tax efficiency.

  • Accessing locked‑in retirement funds (LIRAs, LRIFs, and LIFs) in retirement while reducing the risk of excessive taxation in your estate.

  • Tax‑efficient drawdown strategies for RRIFs and LIFs to create sustainable retirement income.

  • Careful timing of corporate asset withdrawals to reduce exposure to double taxation at death.

  • Maximizing the pension income tax credit through coordinated income-splitting and withdrawal planning.

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Additional Advisory Services

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Insurance

When implemented properly, risk management not only addresses potential weaknesses but also creates opportunity. We bring clarity, expertise, and perspective to your objectives, helping you protect and preserve what matters most.

Asset Management

Diversification is fundamental to building a balanced portfolio. Our Beyond 60/40 approach is designed to deliver true diversification—providing greater resilience and insulation from market volatility.

  • Building a workable budget

  • Retirement planning built around the client's own timeline and goals

  • Estate distribution planning

  • Family protection through insurance

  • Business succession planning

  • Investment management and strategic portfolio optimization across asset classes

  • Tax-efficient investing strategies (e.g. tax-loss harvesting, asset placement)

  • Comprehensive Financial Planning in Conjunction with your Chartered Professional Accountant team at Infinite CPA.

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.