Mission - Vision – Core Values - Tax Smart
“Serving our clients and community since 1988”
Providing "OMEGA STEWARDSHIP"
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
Timothy Ross, Family Advisor
CEO & Founder, Brock Shores Financial
Mutual Fund Representative through PEAK Investment Services Inc.
Brock Shores Financial / Timothy Ross & Associates
Family Office Providing Omega Stewardship
4502 Airport Road – Tincap, GTA Professional Center
Elizabethtown, Ontario K6T 1A2
613-345-0016 Office 613-213-4625 Cell/Text 613-345-5231 Fax
Executive Assistant: Heather Kiley firstname.lastname@example.org
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
Member of Advocis, The Financial Advisors Association of Canada
Member of IFB, Independent Financial Brokers of Canada
Member of RIA, Responsible Investment Association
Member of the Rotary Club of 1000 Islands, Paul Harris Fellow
Tim is more than just a great Advisor, he's a great man - I couldn't trust someone with my financials if I didn't respect them as a person first.
I have dealt with Tim Ross for many years and have always felt like a somebody after speaking with him. His advise has helped me make many good decisions in both my business and personal life.
His rates are great but his advice is priceless :-)
I recommend Tim to all my friends and to anyone looking for a honest straight forward person to deal with along with a knowledgeable staff.
Donald Belanger More...
Thanks Don Tim
Brian Prince - BmP Advantage
One of the most responsive companies to work with over so many years. Easy to work with, great advice, and always willing to help. Tim and the crew continually help me build my business. More...
Thanks Brian Tim
I believe saving and planning for the future is important but on my own it just never really got done. Brock Shores Financial help me put a plan in place and with their expertise in taxes and financial planning I'm now confident that I can get the most out of my future.
Thanks Justin Tim