Meet the Founder
Roland Roufael is an Ottawa-based financial advisor and the founder of Infinite Private Wealth Management. He works with high-income professionals and business owners who want a clear, disciplined plan, integrating investment management with tax-aware strategy, risk management, and long-term legacy planning. With a B.Sc. from the University Of Ottawa, and well over a decade in the industry, Roland has become skilled in translating complex market and economic developments into practical decisions clients can actually implement, while keeping the focus on what matters most: protecting family goals, building durable wealth, and staying steady through changing market cycles.
Outside of work, Roland is deeply family-oriented and believes the strongest wealth plans start with what clients value most at home. As a husband and father, he brings a long-term, generational mindset to his work, helping families create structure, reduce complexity, and build a legacy with intention.
Meet the team powering us
Designed Securities is a Canadian, independent investment dealer operating under the broader “Designed Wealth Management” umbrella. It is a platform that supports independent advisors by giving them access to a range of investment products and solutions, without limitation to any one product shelf. Designed is a member of the Canadian Investment Regulatory Organization (CIRO), and it is also a member of the Canadian Investor Protection Fund (CIPF)
Aviso is our custodial back office and carrying broker, backed by the strength of leading financial institutions, Desjardins, Co-operators, and the Credit Union Centrals. A carrying broker is a firm that provides back-office support for other types of firms such as investment dealers. They may support an investment dealer through regulatory compliance procedures, recordkeeping of client account transactions, access to markets, distribution of client documents, and the provision of certain systems and online access support.
Mako Fintech provides workflow automation solutions. Their solutions are the best in the business, easy to use, and provide an integrated view from client to advisor to compliance to back office.
The Gryphin Advantage, Inc. is our Managing General Agency (MGA). It supports independent financial advisors by providing access to insurance and investment solutions, along with back-office resources, expertise, and a professional network aimed at helping advisors serve their clients more effectively.