Estate planning
made easy.

Collaborate is designed to make the estate planning process easy and allow you to collaborate with your financial advisors. We realize that your financial affairs may be complex and may need assistance from your accountant, financial advisor, or family member. We make it easy for you to collaborate and create a comprehensive and complete estate plan. Collaborate will give your family a peace of mind and can save you thousands of dollars and headaches in the future.

Conrad Yen

Founder & Owner, Collaborate
Partner, Strategex Group
Conrad is one of the founding Partners at Strategex CPA LLP. He has over 25 years in the industry and over the years has successfully guided his clients as they have grown and matured. Conrad works with his clients and their families to help transition to the next generation. His background includes working with small to mid sized businesses and specializes in Canadian and U.S. taxation.

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Elim Kwok

Fractional Marketing Director
Elim has over 15 years of marketing experience with notable brands such as Vega, 7-Eleven Canada and Cactus Club Cafe. She thrives on developing workable strategies and marketing initiatives that create more impactful experiences for people’s lives.

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Neil Chakrabarty

Fractional Marketing Director
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      Conrad Yen

      Founder & Owner, Collaborate

      Collaborate was created after I saw many of the struggles that my clients experienced after losing a family member. There seems to be a trend in which a client’s loved one who passes away is also the person that looked after all the family financial affairs. The surviving spouse or children, who hasn’t been in the loop, may not know the details of
      the assets they own, what liabilities exist, or even which financial institutions they have accounts set up with.

      Without that information or a password to access their estate
      affairs, it is extremely challenging to execute a will or transfer accounts. Another challenge I see as an accountant is that many of my own clients defer estate planning much too late, and when the estate planning needs to be done, it’s done the old fashion way.

      The process is extremely time consuming and becomes out of date quickly since assets values and liabilities change quite often. I think of my own situation and realize; even my wife would have a difficult time navigating through all the family financial accounts, and she is very financially adept. I don’t want to put my own family through this – and that’s why the idea of Collaborate was formed.

      Outside of work, I’m an avid tennis player and an amateur Iron-Chef. You’ll often find me with family & friends trying out a new restaurant or enjoying a round of golf.

      Elim Kwok

      Fractional Marketing Director
      Elim has over 15 years of marketing experience with notable brands such as Vega, 7-Eleven Canada and Cactus Club Cafe. She thrives on developing workable strategies and marketing initiatives that create more impactful experiences for people’s lives.

      Neil Chakraborty

      Fractional Marketing Director
      Lorem ipsum dolor sit amet, consecte adipiscing elit. Praesent convallis erat ac tellus accumsan gravida. Lorem ipsum dolor sit amet, consecte adipiscing elit. Praesent convallis erat ac tellus accumsan.