Dear Valued Clients, Esteemed Colleagues and Friends:
We have been so humbled by your continued support through the past year and a half as we have worked on continuing what our founder Malcolm Ross began.
We are delighted to announce that effective May 1st, 2017 Investaflex Financial Group will be aligned with ZLC Financial, a firm whose values are akin to ours and which dates back to 1946. Their attractive infrastructure and, most importantly, the ease of transition which will leave our clients unaffected made the decision easy. ZLC Financial will allow us to share Malcolm’s legacy on a larger scale by shouldering the business operations and by offering complementary services which will allow us to focus on what we do best …. aligning value with values to achieve real wealth.
We are excited for this venture as it will benefit and enhance service delivery to our current and future clients. Through ZLC we will be joining a highly knowledgeable and specialized team which delivers the following services:
– Investment and Retirement Solutions
– Employee Benefits
– Estate Planning and Living Benefits
– Business Family Succession
– Structured Settlements
To learn more about ZLC please feel free to visit their website at www.zlc.net
ZLC’s slogan is “Advice is only as good as the person you ask.” Thank you for continuing to seek advice from us. The fact that you do so is a huge compliment and we will continue to strive to achieve real wealth for you and your family.
Please be reassured that there will be no interruption to our relationship with you and your other advisors and you do not need to take any action. The only changes are our new office location and contact information (see below). Please feel free to reach out to us if you have any questions or concerns. We are here for you as you have been for us and we are eternally grateful.
Thank you so much and we look forward to our ongoing future relationship.
Vilayphone (Violet) Smith, President & Investaflex Financial Group Team
1200 Park Place,
666 Burrard Street Vancouver, BC, V6C 2X8 T: 604.688.7208
Please visit our website www.investaflex.com for contact updates on: