Family Office Advisor Malcolm Ross Joins Elite MasterMind Group, The X-Group

Vancouver, BC – May 5, 2014Author, speaker and advisor Malcolm Ross, of Investaflex Financial Group, is proud to announce that he has been accepted into the newest Dicks + Nanton Ultimate Celebrity Expert® Mastermind group, also known as “The X-Group.” This yearlong MasterMind experience includes unprecedented events across the United States and networking opportunities with some of the country’s leading business minds. The purpose of The X-Group is to meet with other experts and leaders around the country to brainstorm new ideas for taking companies to the next level. 

Malcolm Ross, along with several other business leaders from various industries will participate in MasterMind events with marketing expert and legend Dan Kennedy, best-selling author, speaker and noted business consultant Brian Tracy, President of High Point University and business expert Dr. Nido Qubein and others. Each member of The X-Group exhibits stellar business acumen along with a commitment to build a thriving business that has value to others and gives back to opportunity they have all been given.

Dicks + Nanton Co-Founder, Nick Nanton, remarked, “We prefer to consciously employ this (MasterMind) principle. And as members of great MasterMinds with incredible leaders and facilitators, we have found this concept reveals new ideas, ventures and possibilities, while exponentially expanding our businesses through the vast power it holds.”

Malcolm Ross is a sought after Family Office Advisor to business owners and successful families. Using the Real Wealth Equation he helps navigate the difficulties of building successful businesses, preparing for business succession and the challenges of family wealth transfer. His belief is that Family Wealth Optimization™ is the process of aligning the client family value with that family’s values.

Malcolm is a multiple-award winning Canadian Certified Financial Planner (Advisors Edge Magazine 2002 and 2013 Five Star Wealth Advisor™, a Chartered Life Underwriter, a Registered Trust and Estate Practitioner, a Certified Family Business Advisor, a CAFÉ trained Family Board and Council Facilitator and the Founder of Canada’s first Virtual Family Office™. With over 35 years of international business experience Malcolm is unique in his ability to address family business succession and wealth transfer. He has been selected as one of America’s PremierExperts™ for his client-centered, process-driven, collaborative advisory approach for advising business families—which is at the core of the successful Virtual Family Office™ model which he pioneered in Canada.

Mr. Ross has also joined a select group of leading business experts from around the world, along with Brian Tracy, to co-write the forthcoming book titled, The Winning Way: The World's Leading Entrepreneurs and Professionals Share How They are Winning in Life and Business and You Can Too!, due to be published this summer.

You can connect with Malcolm at: Malcolm@investaflex.com and  

More About Malcolm Ross:

Malcolm is an author and engaging international public speaker who has a spoken at conferences for Canadian National Christian Foundation and Advisors with Purpose, Canadian Association of Gift Planners, Society of Trust and Estate Planners, Canadian Association of Financial Planners, Vancouver Board of Trade, Opal Canadian Family Office Conferences and the First South African Family Business Conference. In addition he was the Founder of the Financial Advisor Network FAN Program, which has provided professional development to over 750 professional accountants in British Columbia, Canada in the areas of tax and estate planning, family business succession and family wealth optimization. He speaks regularly on the subjects of Family Wealth Optimization™ and of structuring business for sale, succession and purchase.

Malcolm believes in involvement in local and global community service, having been a Past-President of Vancouver Arbutus Rotary Club, a former member of the Professional Advisory Committee to Sauder School of Business UBC Business Families Centre, lectured in Advanced Financial Planning at Trinity Western University, is a past Treasurer of St John’s (Shaughnessy) Anglican Church, and Chairman of African Enterprise Canada. He is a proud husband of Melanie (who has suffered him for over 30 years), and father of Shaun (and Nicki) and Kathy, adult children who are a constant inspiration for faith, relationship and service.