The Late Malcolm Ross
Owner, President at Investaflex Financial Group- Claim this Profile
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Bio
Todd Damon Faulkner
Malcolm, as well as the entire Investaflex team, was an absolute pleasure to work with and exemplifies integrity in business.
Larry Arnett
I first heard Malcolm speak at a real estate seminar I went to and after the presentation I knew I wanted to have him managing my investments. He spoke with confidence, experience and creativity. Soon after we met with him and began setting up our financial plan and in the years since we haven't regretted our decision. Malcolm makes it a priority to meet with the managers of the funds to learn who and what they are and as a result is able to give us a clearer picture of what is happening in the market and how best to position ourselves to protect and grow our investment. We like the fact that he contacts us to recommend changes to our holdings rather than us having to watch the market and make suggestions. We've recommended him to friends and family in the past and will continue to do so.
Todd Damon Faulkner
Malcolm, as well as the entire Investaflex team, was an absolute pleasure to work with and exemplifies integrity in business.
Larry Arnett
I first heard Malcolm speak at a real estate seminar I went to and after the presentation I knew I wanted to have him managing my investments. He spoke with confidence, experience and creativity. Soon after we met with him and began setting up our financial plan and in the years since we haven't regretted our decision. Malcolm makes it a priority to meet with the managers of the funds to learn who and what they are and as a result is able to give us a clearer picture of what is happening in the market and how best to position ourselves to protect and grow our investment. We like the fact that he contacts us to recommend changes to our holdings rather than us having to watch the market and make suggestions. We've recommended him to friends and family in the past and will continue to do so.
Todd Damon Faulkner
Malcolm, as well as the entire Investaflex team, was an absolute pleasure to work with and exemplifies integrity in business.
Larry Arnett
I first heard Malcolm speak at a real estate seminar I went to and after the presentation I knew I wanted to have him managing my investments. He spoke with confidence, experience and creativity. Soon after we met with him and began setting up our financial plan and in the years since we haven't regretted our decision. Malcolm makes it a priority to meet with the managers of the funds to learn who and what they are and as a result is able to give us a clearer picture of what is happening in the market and how best to position ourselves to protect and grow our investment. We like the fact that he contacts us to recommend changes to our holdings rather than us having to watch the market and make suggestions. We've recommended him to friends and family in the past and will continue to do so.
Todd Damon Faulkner
Malcolm, as well as the entire Investaflex team, was an absolute pleasure to work with and exemplifies integrity in business.
Larry Arnett
I first heard Malcolm speak at a real estate seminar I went to and after the presentation I knew I wanted to have him managing my investments. He spoke with confidence, experience and creativity. Soon after we met with him and began setting up our financial plan and in the years since we haven't regretted our decision. Malcolm makes it a priority to meet with the managers of the funds to learn who and what they are and as a result is able to give us a clearer picture of what is happening in the market and how best to position ourselves to protect and grow our investment. We like the fact that he contacts us to recommend changes to our holdings rather than us having to watch the market and make suggestions. We've recommended him to friends and family in the past and will continue to do so.
Credentials
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CAFE Certified Family Business and Council Facilitator
Canadian Association of Family Enterprise -
Certificate Holder in Family Business Advising
Family Firm Institute -
Certified Financial Planner
Financial Planner Standards Council of Canada -
Chartered Life Underwriter
The Financial Advisors Association of Canada -
Registered Trust and Estate Practitioner
Society of Trust and Estate Professionals
Experience
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Investaflex Financial Group
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Canada
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Financial Services
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1 - 100 Employee
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Owner, President
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Aug 1995 - Present
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FInancial Advisor Network FAN Program
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BC Region
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Founder and Presenter
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2001 - Present
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African Enterprise Canada
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Vancouver, Canada Area
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Chair Board of Trustees
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Oct 2013 - Present
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Education
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University of Natal
B. Com.