A Referral Form To Suggest Timothy Ross To Friends And Family.
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Most of Timothy Ross's new clients are by referral, so ask our clients why so many
families choose Timothy L Ross as their "primary financial advisor".

A good objective of leadership is to help those who are doing poorly
to do well, and to help those who are doing well even better!

Success is neither magical or mysterious.

Success is the natural consequence of consistently applying basic fundamentals.

Timothy Ross is our financial adviser, and we would like to recommend him to you
and your family. We have been working with Tim for _____ years, and are very
satisfied with his service and help.

Timothy Ross was referred to you by ________________
We believe you will benefit from the value Tim provides to his clients.

Timothy Ross can help you with........
  • RSP's, RIF's
  • Mutual funds, GIC's
  • Insurance
  • Income Tax and Accounting
  • Severance and Pension Plans
  • Budgeting
  • Debt Management
  • Mortgage
  • Estate Planning

Which result in...........
  • Larger Tax Refunds
  • Better Returns
  • More Money
  • Better Coverage
  • Peace of Mind!

About Timothy Ross
  • His fees are very reasonable
  • He adds a lot of value to the work and advice he gives
  • Makes recommendations
  • Appreciates your business
  • Stands behind his work
  • Listens to service suggestions.
  • Identifies problems and works out solutions
  • Plans for long term future together
  • Completes what he starts
  • Makes sure outcomes match expectations
  • Committed to service
  • Keeps you informed
  • Suggest products and servicing which is appropriate to your goals
"WHERE CLIENT GOALS BECOME OUR GOALS"

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Timothy L. Ross provides a full service financial plan for all his valued clients.
If you have any questions about your families goals, he can be reached by
Phone: 613-926-1411, 1-800-667-4662, Fax: 613-926-1413, Mail: 8651 Cnty Rd 28 Addison, Ontario K0E 1A0
or by email at mailto:advisor@timothyross.com?Subject=Financial Planning .