Investaflex Financial Group

Financial Services • Vancouver, British Columbia, Canada • 1-10 Employees

Company overview

Headquarters	#308 938 Howe Street, Vancouver, BC V6Z 1N9, CA
Phone number	+16043312508
Website	investaflex.com
NAICS	52
Keywords	Wealth Management, Estate Planning, Family Business Advisors
Employees	1-10

Key Contact at Investaflex Financial Group

The Late Malcolm Ross

Owner, President

About Investaflex Financial Group

A boutique advisory and wealth management firm that is the only team in BC to be recognized twice by the Advisors Edge Advisor of the Year Awards. Working primarily by referrral from accountants and lawyers, the Investaflex team specializes in holistic purpose driven planning integrating tax structured planning, ownership and business succession, family risk and investment management, legacy and estate planning, and philanthopy planning.

Investaflex Financial Group revenue & valuation

Annual revenue	$15,500,000
Revenue per employee	$3,875,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$49,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Investaflex Financial Group has never raised funding before.

Frequently asked questions

Investaflex Financial Group is located in Vancouver, British Columbia, CA.

You can reach Investaflex Financial Group at +16043312508.

Investaflex Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Investaflex Financial Group

The Late Malcolm Ross

Owner, President

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