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Investment Management

Key components in Invesment Management:

  • Personal Risk Modelling
    • Appetite to take risk
    • Ability to take risk
    • Need to take risk
  • Portfolio Risk Management
    • Specific Risk (ie, use of Diversification)
    • Market Risk (ie, use of Asset Allocation)
    • Tax Risk (ie, use of Tax Class Analysis)
  • Performance Enhancement
    • Asset class models and economic outlook
    • Manager selection and monitoring (ie, risk adjusted returns)
    • Active management approach (ie, rebalancing & profit-taking)
  • Reporting and Communications
    • Accountibility














To find out more about the services we offer, please click on any of the links above.
Some of the Investment Products we offer:
Mutual Funds
Malcolm Ross and Victor Whang are licensed for the sale of mutual funds with Sterling Mutuals Inc... 
Annuities
An annuity is a contract between you and a life insurance company. You invest a sum of capital and the ... 
Guaranteed Interest Accounts
An interest-bearing deposit with a term usually from one to five years. Interest on a GIC may be paid ... 
Segregated Funds
Like a mutual fund, a segregated fund (seg fund) pools investors' money so it can be managed by a professional ... 


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Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

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