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Malcolm Ross, CFP, CLU, TEP, CAFAPhone 604-331-2521 Email - malcolm@investaflex.com Financial planner, insurance agent, educator, retirement, succession, trust and charitable giving. 2002 Advisors Edge Advisor of the Year, Member of Professional Advisory Committee to UBC Business Families Centre, Member of the Society of Trust and Estate Practitioners, Malcolm Ross has over 25 years of experience in farming, business, financial and family business advising. Malcolm was both a farm owner, and senior executive in a public company agri-business in his native Zimbabwe. Since coming to Canada Malcolm has worked with a number of farming families to help structure the succession to active family participants which providing fairly for the non-farming family. Committed to advancing the understanding of other professionals of both the technical and human side of family business and succession, he founded the FAN Program, a professional development program attended to date by over 500 Accountants throughout BC. Malcolm is a highly rated presenter who in addition to the FAN Program has spoken for Canadian Association of Financial Planners, Advocis, and for business groups. |
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