Timothy Ross, CEO & Founder, Brock Shores Financial

Family Advisor, since 1988

Our Mission: Providing "OMEGA STEWARDSHIP"

* One Stop Process Driven Approach for Retirement & Income Planning

* Personalized Tax Management Solutions for Individuals & Business Owners

* Confidential Wealth Management Solutions

Our Vision: "Helping Families Achieve ... Life's Major Goals"

1. Tax Smart Planning & Investing

2. Worry Free Retirement

3. Education of Our Children & Grandchildren

4. Quality Care for Our Parents

5. Meaningful Financial Help for Our Loved Ones

6. Meaningful Legacy

Our Core Values: "Providing You With Confidence"

30 + years of experience working with, and being referred by a client list of successful families who see us as their "future facilitator" and "Family Advisor". I started my accounting and tax practice in 1988 after working several years in retail, construction and farming industries. I started out with investment firm Professional Investments for over 25 years and in Dec 2018 I have changed investment dealership to PEAK Investment Services Inc. Our tax division is now under the umbrella of Brock Shores Financial, formally "Timothy Ross & Associates" complements all our planning processes. We use an associate team of specialists that support our stewardship efforts called OMEGA STEWARDSHIP which allows us to Provide the Multi Family Office Solution to our valued clients. Personally, I am quite active in our community, business circles and professional organizations at a local and national level. I am a charter member of Rotary Club of 1000 Islands. I was a long term member of Kiwanis Club of Brockville from 1993 to 2005, serving 2 yrs as President. I was one of the founding directors & chair of Environmental Connections, a non-profit organization dedicated to providing outdoor education to school age children, we worked to secure funding from the Trillium Foundation to create long term sustainability for outdoor education in the Frontenac Arch Biosphere Reserve. I am a past director of the EFILE Association of Canada. Past Director of The Brockville & Area Community Foundation. Member and Past Director of The Greater Brockville Ad & Sales Club. Member of Brockville Chamber of Commerce, past member of the Chambers Tax Committee, member of The Athens Chamber of Commerce. Member of Advocis, and Director in our local chapter. Director of Brockville & Area Food Bank. Past board member of Brockville Humane Society, Brockville Alzeheimers Association, & Red Cross. Publicly I have given many speeches, conducted seminars, written articles of interest, and appearing on TV Cogeco, hosting "The Wire" previously called "The Source" and "The Money Show". I also served as a Director with the 4-H Foundation of Ontario . 4-H is an organization of leaders building leaders and I embrace the 4-H Mission to "Learn To Do By Doing"

I have a very dedicated support team that work in association with me and practice in the disciplines that they enjoy the most. This allows me to give our clients the best possible advice and service possible.

 Privately I am a very committed to my family, friends and business. I am an avid reader and avid learner. You can take comfort in that we have a very holistic approach to our practice, we are unique and special. We provide a stewardship role to you and your family that is truly needed and once you experience it, you can begin to understand how important and necessary it is. I have received many testimony letters that speak to this.

Family Office providing

Insurance & Banking Solutions in Association with Financial Horizons Group

Mutual Funds in Association with PEAK Investment Services Inc.

Tax and Consulting Services in Association with Brock Shores Financial, formally Timothy Ross & Associates

"Coming together is a beginning; keeping together is progress; working together is success." ~ Henry Ford

613-345-0016 Office   613-345-5231 Fax    advisor@timothyross.com  www.BrockShoresFinancial.ca

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