Family Wealth Optimization
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Family Business Advising
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Finanical Advisor Network Links
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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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The FAN Program is a strategic initiative which provides value-added business services to accountants, lawyers and consultants and their clients.  Such services include Professional Development Seminars, Client Information Seminars, and a Technical Resource Centre.

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 - 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 2009 - May Investment Update Spem Success Alit