Investaflex: Your Dreams are our Goal
	Change Is Certain But Not Predictable! At Investaflex we believe that we cannot provide advice without fully understanding a person's dreams, values and objectives, and putting in place a process to manage change. We also understand that tax is the largest ongoing expense and the most predictable investment risk, and that any plan that does not fully factor the consequences of tax is deficient. Our Tax-Structured Wealth Management Process therefore integrates these goals and objectives with flexible tax-efficient structuring.     Financial Planning    As your wealth grows it becomes increasingly difficult to co-ordinate the expertise of your various advisors into an integrated financial plan, however doing so is vital to achieving your long term goals and objectives. At Investaflex, the financial planning process begins with a thorough review of all information and documentation including wills, trusts, corporate structures, insurance and investments.  All this information is then summarized into a current structure diagram, which provides a snapshot of the current financial position.  Your goals and objectives are then established, together with a discussion of family issues.  Written recommendations together with a proposed structure are then developed.  Proprietary computer tools enable analysis of alternatives and the development of a personalized tax-structure plan. Once a financial plan has been prepared Investaflex will work with you to refine the plan to a workable document.  We assist you with the implantation of the plan and provide ongoing reviews and refinements. View a Sample of a Current Structure Diagram   Find out more about the Investaflex Team Roster. Abraham Lincoln said "Measure your wealth not by the things that you have, but by the things that you have which money cannot buy." The ultimate measure of success is the quality of relationships that we have with our family, friends and community.		Who Is Investaflex? Award-Winning Team of Financial Professionals with very strong background in accounting, tax structuring, investment management, insurance and estate planning. We have a proven Family Wealth Management Process and Financial Advisor Network Program recognized by major legal firms including Davis and Company, Legacy Tax and Trust Lawyers and Clark Wilson LLP and attended by over 575 Accountants in BC. We are compensated by fees for planning services and by service commissions on implementation of insurance and investment products. Plan Integrity is ensured by our Peer Review process and because our organization is comprised wholly of salaried employees who generally work with existing accountants and lawyers throughout the process. Our objectivity is ensured by our plan integrity and the option available to every client to implement recommendations with any other firm – We earn our clients’ trust and business. Malcolm Ross:  Advisor of the Year Award for the BC/Territories Region, 2002 (Advisor's Edge Magazine). Robert Radloff: Advisor of the Year Award (Honourable Mention) for the BC/Territories Region, 2004 (Advisor's Edge Magazine).