Our Founder


Malcolm Ross was a true visionary who was passionate about helping people fulfill their purpose and leave a legacy.

He was an educator, mentor, international speaker, and best-selling author who understood the motivators behind family, business,wealth, and philanthropy that are the prime reasons for the financial decisions that people make. In 2004, he conceived of and founded the first Canadian Virtual Family Office that allows for online collaboration between the client and all of their advisors. He has received many awards, including the Advisor of the Year award in 2002 from Advisor’s Edge,and was a routine contributor to advising publications and seminars. We maintain a commitment to service clients the way Malcolm did by putting the interest of the client first and creating a customized plan that meets the objectives of the client.