Founded in 2015 to address the tax and estate planning needs of business owners in the Niagara Region and Golden Horseshoe
Drawing on lessons from his grandfather’s experience in the insurance business and knowledge from his CPA father’s accounting practice; Kyle discovered the considerable ingenuity with which insurance products can minimize high tax and risk exposure for business owners.
Kyle’s background in working with accountants to address complex tax and estate planning solutions combined with Keenan’s background in investments, operations and finance uniquely position Genaflex Financial to address the technical elements of estate and taxation planning while taking a holistic view of a client's business operations.
We specialize in the intergenerational transfer of wealth
Tax Efficient Transfer of Value
Structure permanent life insurance policies to provide tax free liquidity of corporate funds and maximize estate value.
Health Care Spending Accounts
Allows for health care expenses to be carried at the corporate level and tax deductible.
Our corporate clients range from newly incorporated entrepreneurs to established entrepreneurs looking to begin transitioning out of day-to-day operations.
KYLE DURKSEN, LLQP
FOUNDER AND PARTNER
Born and raised in Niagara-on-the-Lake, Kyle learned first hand about corporate and personal tax solutions for business owners through his family’s accounting business.
KEENAN GENTRY, CFA, LLQP
Born and raised in Fonthill, Keenan has previously worked as an investment analyst at an alternative asset manager and most recently in a corporate development/M&A function at a Canadian cannabis company.