You Deserve

 The Best!    

          An Award Winning Team

          that delivers

          Integrated Tax Planning
          Private Wealth Management             
          Family Business Advising
  

       See Video Introduction

Family Wealth Optimization
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Family Business Advising
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Family Office Services
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Our family wealth management pro-cess is a multi-disciplined approach that is not driven solely by tax structuring, investment management, estate planning or succession planning, but reflects the integration of these in achieving family quality of life as demonstrated by the strength of the families' relationships.

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Investaflex has developed a family business office structure which is designed to coordinate such family business issues as the Family Vision, governance, ownership and trust structures, human capital growth, ma-nagement succession, change management, and the Strategic Business Plan.

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Investaflex was the first organization in Canada to provide a client-centric Virtual Family Office model to ensure active inter-disciplinary professional collaboration between trusted advisors. Using a secure, dedicated virtual office each client controls who is included in the advice giving and decision making processes.

FAN Program
  FAN Family Office 
FAN Learning Centre

Featured Article:  Make no mistake: financial blunders cost - MoneySense.ca & Advocis

 

In the News...

  

Investaflex is featured in Advisor's Edge Magazine, Business in Vancouver and The Vancouver Sun.  Articles include:

"The Changing Face of Charitable Funding in Canada" Rob Radloff

"Integrating Business Succession into your Financial Plan"
Business in Vancouver, December 2009

 

"Virtual Visionary"
Advisor's Edge Magazine, November 2005

"The Equalizer"
Advisor's Edge Magazine, July 2005

And several other featured stories...
Click here for more

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Investaflex Investment / Tax Planning Update

    

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Read more on current Investment and Tax Planning issues from our experts on the Investaflex Team: 
 

 2010 - May Investment Update
Emerging Themes of the Year

2010 - February Investment Update
Reminder: RRSP Contribution deadline is March 1

2009 - Year End Tax Update
Income Splitting, Home Renovation Tax Credit, HST...

2009 - September Investment Update
Perspective on the Market

2009 - July Investment Update
Global Rebalancing of Risk

 

 

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Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.877.242.9124  |   
info@investaflex.com

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