Infinite Investment Systems Ltd.
Tracy P. is an accomplished finance professional with extensive experience in leadership roles within investment and wealth management firms. Currently serving as Vice President of Professional Services at Infinite Investment Systems Ltd. since May 2023, Tracy has previously held key positions such as Head of Operations at CWB Wealth Management and Vice President at CWB Private Investment Counsel Ltd. With a strong background in investment administration at iA Investment Counsel Inc. and operational excellence at Leon Frazer & Associates, Tracy has consistently demonstrated expertise in managing operations and client administration throughout a robust career that began as Manager of Operations at MGI Securities Inc.
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Infinite Investment Systems Ltd.
Infinite Investment Systems has been servicing investment management firms across Canada since 2004, when our portfolio management system Harmony was launched. Our goal is to provide our clients with comprehensive solutions paired with a superior level of service and support. The extensive experience of our dynamic team in both the financial industry and software engineering, ensures that our clients are well-served by both our technology solutions and by our service. Our focus on the Canadian investment management industry means that our products regularly evolve to meet new Canadian regulatory and industry mandates. We are committed to keeping our clients ahead of potential operational pitfalls and limitations. Importantly, we work with each of our clients to ensure that our solutions accommodate and are in line with business growth and evolving needs and requirements.