Family Wealth Optimization
............................................................................

Family Business Advising
............................................................................

Family Office Services
............................................................................

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.

Learn More

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.

Learn More

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

	.		Investaflex Investment / Tax Planning Update
	. . . . . . . . . . .		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