About Us

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OUR PURPOSE AND PHILOSOPHY

Our purpose is to empower client families to transform their family quality of life by aligning their monetary value with their personal values and goals. As Abraham Lincoln once said, “Measure your wealth not by the things that you have but by the things that you have which money cannot buy.”

 

OUR FAMILY FOCUS

We achieve family wealth optimization by utilizing The Real Wealth Equation® as a foundation for effective communication. We are process driven, not product driven, and we collaborate with advisors and the family’s accountant and lawyer to focus on the client family’s objectives

 

OUR INNOVATION AND COLLABORATIVE LEADERSHIP

We are a multiple award winning team recognized for innovation and industry leadership. Recognized as the “Virtual Visionary” for his implementation of Canada’s first virtual family office in 2005, our founder defined the standard for interdisciplinary collaboration with regard to clients and their families. With proprietary tax analysis and projection software, Investaflex is unique in its ability to develop sophisticated solutions, yet communicate them in visual and simple ways that make sense to non-technical decision makers.  

 

OUR EXPERTISE

Taxation is every person and company’s largest ongoing expense and also the most predictable investment risk. Any financial plan that does not take into account the tax impact is deficient. Over the last twenty years, our team has saved clients millions of dollars in tax by incorporating advanced tax planning into the overall family business and succession planning.

 

OUR CLIENTS

We are a boutique family office firm servicing family business and high earning clients who have been referred by their accountants or trusted friends. While each client’s family situation is unique, they share a common desire for success for themselves and their families. Our clients come to us looking for counsel in navigating the relational, legal, financial and tax complexities associated with wealth management and creation, estate planning, and succession planning.  

 

OUR METHODOLOGY AND PROCESS

We understand that family business planning, succession planning, and estate planning is an organic and dynamic process that often changes over the years. To effectively manage the impact of change requires a flexible business structure and systems to assess the potential impact of change. We use visual communication tools such as structure diagrams, projection tools, and a six stage iterative process to develop integrated family wealth optimization plans.

 

CHECK OUT OUR PROCESS IN DETAIL