| About Us | Family Wealth Optimization | Family Business Advising | Testimonials | Resources | Contact Us |
|
|
|
In The News...
 |
"Make no mistake: financial blunders cost" MoneySense.ca, Advocis, April, 2009 |
Learn how to choose and profit from a Financial Advisor. |
|
||
|
"Personal Finance: Retirement Planning for Smaill Business Owners"
National Post, January 2, 2009 |
"If 70% of small business owners still plan to retire, now is the time to put financial planning on the back burner." | |||
|
"Wealthcare for the Business Family in Tough Times"
Business In Vancouver, Advertisment December 2008 |
"Having a comprehensive financal plan that contemplates and integrates both the personal and corporate planning objectives will assist in reducing financial stress and improve the chances of surviving through tough times." | |||
|
"Landed Assets"
Advisors Edge, November 2008 |
"You have a really big challenge in trying to create estate equalization for those family members." | |||
|
"What it takes to retire rich" BC Business Magazine, November 2007 |
"Sitting down with a planner is also a time to define things other than just your financial goals" | |||
|
"Optimizing the Value of the Family Business through Integrated Succession Planning" |
"For many families the value of the business represents their major assets. Therefore, it is imerative that real planning is done to optimize the value of cash engine from both the retirement income perspective for the owners, as well as from the wealth transfer perspective of the family." | |||
|
"Spousal RSPs now can be seen in a whole new light" The Vancouver Sun, November 17, 2006 |
"They can provide income-splitting opportunities well before the age of 65" | |||
|
"Hedge Funds clever - but also complex" |
"There are other ways to reduce downside risk." National Post columnist Richard Croft explores the ins and outs of hedge funds - with special insight from Investaflex's Victor Whang. | |||
|
"Virtual Visionary" Advisor's Edge Magazine, November 2005 |
"Meet the mastermind behind Vancouver's very own virtual family office. Malcolm Ross rents his FAN Family Office to clients on a monthly basis to encourage integrated sharing of information, financial, tax and legal advice between all business players." By Kate McCaffery |
|||
|
"The Equalizer" Advisor's Edge Magazine, July 2005 |
Advisor of the Year Awards 2005 - Robert Radloff (Honourable Mention) "An advisor reworks a client's will to avoid future challenges, while sorting out corporate ownership and tax issues." |
 |
||
|
"Keep the Family Fortune under one Virtual Roof" Vancouver Sun, Saturday June 4, 2005 Print Version (PDF) - Click Here |
"Now your financial advisors, brokers and accountants can all work together, wherever they are." A closer look at the virtues of a virtual family office. | |||
|
"Family Wealth Optimization and the Business Family" Legacy Matters, April, 2004 Print Version (PDF) - Click Here |
"Real Wealth" is not measured by the size of our pile of chips or the value of our business, but "success" may be measured by the quality of our relationships and how we have applied our human and financial talents to build these. | |||
|
"Careful planning can maximize the impact of giving" Vancouver Sun, Tuesday October 26, 2004 |
"Most business owners recognize the importance of charitable gifting as a function of their social contribution." | |||
|
"Advisor of the Year Winner Malcolm Ross" Advisor's Edge Magazine, January 2003 |
Malcolm Ross - Winner of the 2002 Advisor of the Year Awards for the BC and Territories Region | . |
||
|
"Keeping it in the Family" Vancouver Sun, Monday January 6, 2003 Print Version (PDF) - Click Here |
"Tax-structured wealth management is the key to relative financial planning, Malcolm Ross tells the Sun's Michael Kane." | |||
|
"Managing Money & Golf: It's how you get to the Green" Vancouver Sun, Saturday April 26, 1997 |
"Advisor (Malcolm Ross) likens taking care of your wealth to life on the links" | |||
Home | About Us | Family Wealth Optimization | Family Business Advising | FAN Links | Surveys | Contact Us Investaflex Financial Group | 308-938 Howe St. Vancouver, BC V6Z 1N9 Copyright © 2004 Investaflex
Tel: 604.331.2520 | Toll Free: 1.888.496.3539 | info@investaflex.com
Empowered by Port 80 Solutions | Privacy Policy