Flip My Life Inc.

Name

Flip My Life Inc.

Legal name

Flip My Life Inc.

Website

https://flipmylife.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Wealth planning services
• Tax strategy advisory
• Estate planning
• Insurance planning
• Financial advisory

Headquarters

HQ city

Richmond Hill

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Advisory Services: Fee-based financial advisory services for business owners, incorporated professionals, real estate investors, and high-income individuals. Services include corporate wealth planning, estate planning, insurance planning, and divorce financial planning. Revenue appears to come from professional service fees, likely hourly or project-based.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Flip My Life Inc. is a boutique wealth advisory firm that delivers coordinated, strategy-first financial planning for business owners, incorporated professionals, real estate investors, and high-income individuals. Services integrate corporate tax planning, estate planning, insurance planning, real estate wealth structuring, and divorce and life transition planning under a proprietary W.I.S.E. Framework. The firm operates a women-focused sub-brand, She Builds Wealth, providing structured planning, education, and strategy sessions for female clients.

Product overview

Flip My Life Inc. is a wealth advisory firm offering five core financial planning services: Corporate Wealth & Tax Planning, Real Estate Wealth Planning, Insurance Planning, Estate & Legacy Planning, and Divorce & Life Transition Planning. The firm operates the She Builds Wealth sub-brand as a women-focused wealth platform featuring the Her Money. Her Mindset. Her Million. educational series. Additional offerings include financial calculators and the Discovery Series: Unplugged podcast. Services are coordinated through a structured four-step process (Clarity, Direction, Structure, Continuity) using the WISE Framework (Wealth, Insurance, Structure, Estate) to integrate tax strategy, estate planning, insurance, and wealth protection.

Differentiator

Problem solved

Functional benefit

Brands

• She Builds Wealth: A structured planning approach designed to help women make confident financial decisions, protect what they build, and move forward with clarity. Includes educational series 'Her Money. Her Mindset. Her Million.' and one-on-one planning services.

Products and services

• Corporate Wealth & Tax Planning Comprehensive tax and wealth planning service for business owners and incorporated professionals, focused on retained earnings structuring, corporate tax exposure management, and alignment with retirement, estate, and succession planning.
• Real Estate Wealth Planning Tax and wealth planning service for real estate investors and property owners, covering capital gains strategy, ownership structuring, estate liquidity planning, and intergenerational property transfer.
• Insurance Planning Strategic insurance planning covering life insurance, living benefits, critical illness strategy, disability insurance, and health/dental benefits to protect income, families, and financial plans.
• Estate & Legacy Planning Estate planning service focused on efficient asset transfer with minimal tax erosion, including estate tax minimization, liquidity strategy, trust coordination, beneficiary planning, and business succession alignment.
• Divorce & Life Transition Planning Financial planning service for individuals navigating divorce and life transitions, providing clarity sessions, financial projections, CDFA support during mediation, and post-divorce financial planning.
• She Builds Wealth Women-focused wealth platform under the Flip My Life sub-brand that combines education, strategy sessions, and curated conversations to help women reduce tax exposure, align financial decisions, and build structured, tax-efficient wealth.

Quantifiable outcome

• Average annual tax reduction for clients measured in 'K+' (thousands)
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature2 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• Empire LifeminorOthersInsurance company partnership providing insurance products for client coverage needs. Listed among partner insurance providers including life insurance, critical illness, and disability coverage.
• Equitable LifeminorOthersInsurance company partnership providing insurance products for client coverage needs.
• Foresters FinancialminorOthersInsurance company partnership providing insurance products for client coverage needs.
• IA Financial GroupminorOthersInsurance company partnership providing insurance products for client coverage needs.
• ManulifecoreOthersMajor insurance company partnership providing comprehensive insurance and wealth management products for client coverage and investment needs.
• Sun Life FinancialcoreOthersMajor insurance company partnership providing comprehensive insurance and wealth management products for client coverage and investment needs.
• Canada LifecoreOthersMajor insurance company partnership providing comprehensive insurance and wealth management products for client coverage and investment needs.
• Desjardins InsuranceminorOthersInsurance company partnership providing insurance products for client coverage needs.
• Elite Financial Consultant PartnershipscoreOthersNetwork of elite financial consultants and professional partnerships enhancing the firm's advisory capabilities and referral network.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Harbourfront Wealth Management: Canadian independent wealth management firm with a national network of advisors serving business owners and professionals. Directly comparable as a planning-led, multi-advisor RIA-equivalent structure in Canada.
• PWL Capital: Canadian fee-only wealth advisory firm serving professionals, executives, and business owners with coordinated portfolio management and financial planning. Comparable planning-led, fee-based Canadian model.
• Pathwise Wealth Management: Canadian boutique fee-only financial planning firm serving professionals and business owners. Comparable planning-led, fee-based boutique model in Canada, focused on coordinated advice for high-income individuals.

Broad incumbents

• Edward Jones Canada: Canadian branch-based financial advisory firm serving individual investors with planning and investment services. Comparable relationship-driven, planning-focused model aimed at mass-affluent households.
• Manulife Wealth: Canadian wealth advisory arm of Manulife offering insurance-integrated wealth planning and investment services. Comparable insurance-led planning orientation and Canadian high-net-worth client base, but at significantly larger scale.
• RBC Phillips, Hager & North Investment Counsel: Discretionary portfolio management arm of RBC Wealth Management serving high-net-worth Canadian clients. Comparable planning-led approach for affluent clients, but inside a major bank with much larger resources and brand.
• CI Assante Wealth Management: Canadian affiliated advisor network within CI Financial, providing wealth planning to business owners and high-net-worth clients. Overlapping client segments and planning services, but operates at much larger scale within a dealer network.
• IG Wealth Management: One of Canada's largest wealth management firms, serving affluent and high-net-worth clients with planning, investment, and insurance products. Comparable target market but with far greater scale, brand, and product shelf.

Emerging players

• Wealthsimple: Canadian digital wealth platform offering automated investing, planning, and tax tools to mass-affluent and younger investors. Competes for the same end-client dollars but through a low-fee digital model versus Flip My Life's boutique advisory approach.
• SheBOOM (or comparable women-focused Canadian wealth platform): Canadian women-focused financial education and wealth platform. Comparable women-investor niche and education-led content approach to Flip My Life's She Builds Wealth sub-brand, though narrower in financial-planning depth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xfacebook.com/flipmylifefinancial
• Facebookfacebook.com/flipmylifefinancial
• LinkedInlinkedin.com/company/flip-my-life-financial
• Instagraminstagram.com/flipmylifefinancial
• TikToktiktok.com/@flipmylifefinancial

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Flip My Life Inc.