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Infinite Chartered Professional Accountants
Infinite Chartered Professional Accountants
Accounting Services
Wealth Advisory
Team
Insights
Contact
Sharefile
Pay Invoices
Accounting Services
Wealth Advisory
Team
Insights
Contact
Sharefile
Pay Invoices
Taking Control of Your Financial Health
Financial Planning Shannon Connellan 2023-03-02 Financial Planning Shannon Connellan 2023-03-02

Taking Control of Your Financial Health

Just like physical health, financial health takes consistent care. Practical steps for managing debt, budgeting, and working with a planner to build lasting stability.

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Five Financial Ratios your Clients Need to Be in the Know On
Accounting Shannon Connellan 2023-02-25 Accounting Shannon Connellan 2023-02-25

Five Financial Ratios your Clients Need to Be in the Know On

Current ratio, debt ratio, inventory turnover, and more — five key financial ratios every business owner should track for a clear picture of organizational health.

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Highlighting our Large Cap Equity Investments
Market Commentary Shannon Connellan 2023-02-21 Market Commentary Shannon Connellan 2023-02-21

Highlighting our Large Cap Equity Investments

A closer look at how the Core Equity Fund is managed globally, why two managers now oversee its large-cap allocation, and what's driving performance in 2023.

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Planning for Retirement | Integrated Planning Video Series
Financial Planning Shannon Connellan 2023-02-15 Financial Planning Shannon Connellan 2023-02-15

Planning for Retirement | Integrated Planning Video Series

Retirement isn't a single number or a single stage. Key takeaways on budgeting, business succession, and building a retirement that's actually designed around you.

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Growing Revenue, Improving Customer Engagement - Lead the Way for 2023 Accounting Firm Goals
Accounting Shannon Connellan 2023-02-02 Accounting Shannon Connellan 2023-02-02

Growing Revenue, Improving Customer Engagement - Lead the Way for 2023 Accounting Firm Goals

A new industry survey reveals accounting firms' top goals for 2023 — and how an integrated advisory approach helps firms grow revenue and deepen client relationships at once.

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14 Must-Read Business Books
General Interest Personal Shannon Connellan 2023-01-26 General Interest Personal Shannon Connellan 2023-01-26

14 Must-Read Business Books

Our podcast guests share the books that shaped their thinking on leadership, AI, and growth — plus a few team favourites worth adding to your reading list.

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Goal Setting Done Right
General Interest Personal Shannon Connellan 2023-01-09 General Interest Personal Shannon Connellan 2023-01-09

Goal Setting Done Right

From SMART goals to BHAGs, not all goal-setting frameworks work the same way. Five proven techniques to help turn resolutions into real, measurable results.

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To Sell or not to Sell
Business Planning Shannon Connellan 2023-01-05 Business Planning Shannon Connellan 2023-01-05

To Sell or not to Sell

Deciding whether to sell your business is as personal as it is financial. The signs it might be time, the groundwork to lay first, and the questions every owner should ask.

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2022 Year in Review – The Perils of Traditional Diversification
Market Commentary Shannon Connellan 2022-12-17 Market Commentary Shannon Connellan 2022-12-17

2022 Year in Review – The Perils of Traditional Diversification

Both stocks and bonds fell together in 2022, exposing the limits of the classic 60/40 portfolio. A look at how alternative asset allocation helped cushion the blow.

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Making Your Company Stand Out in an Employees Market
General Interest Business Shannon Connellan 2022-09-08 General Interest Business Shannon Connellan 2022-09-08

Making Your Company Stand Out in an Employees Market

How can your organization position itself to be a company that people are leaving other jobs to come to…rather than the other way around? It's no longer enough to be good. Employers in these competitive times need to be great.

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Proud winners

2025 Western Wheel Readers Choice Awards

  • Gold, Best Accounting Office

  • Bronze, Best Finance / Mortgage

  • Gold, Best Tax Preparer

2024 Western Wheel Readers’ Choice Awards

  • Gold, Best Accounting Office

  • Bronze, Best Finance / Mortgage

  • Gold, Best Tax Preparer

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