| About Us | Family Wealth Optimization | Family Business Advising | Testimonials | Resources | Contact Us |
| The Investaflex Team |
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Malcolm Ross, B.Comm, CFP, CLU, TEP, CAFA President Malcolm is an insurance and tax specialist, focussing mainly in corporate tax structuring and family business.  More... |
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Robert Radloff, C.A., CFP, CLU Vice President and Technical Director Rob is a Chartered Accountant specializing in estate planning and tax structuring. More... |
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Ip-Sum (Sam) Tse, B. Bus. Admin, CFP Technical Consultant Sam is a computer specialist and works extensively with the company's proprietary tax structured wealth management software and systems. More... |
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Vilayphone (Violet) Smith, B.A. (Econ), CFP, CLU, CGA |
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Victor Whang, B.Sc. (Engin), M.Sc. (Applied Finance) Vice President, Investments Victor leads our investment management services, which integrates mutual funds, annuities, guaranteed investments, segregated funds and life insurance portfolios. More... |
| Gillian Hollett Client Service Specialist Gill assists the Team with Life Insurance and prepariation of Financial Plans. More... |
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Michael Stewart, B. Bus. Admin. |
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