Brock Shores Planning Corp - VP Planning Johanne Brennan

Johanne Brennan

VP of Planning

Brock Shores Planning Corp.


Brock Shores Financial,  Family Office Providing Omega Stewardship ©

613-345-0016 Head Office

613-345-5231 Fax

This transmission is intended solely for the individual or entity to whom it is addressed and is confidential in nature.  Please be advised that any distribution, reproduction or other use of this document by anyone other than the addressee is strictly prohibited.  If you have received this communication in error, please notify us immediately and delete the file from your system. Thank you for your assistance.


Google Update

"Brock Shores Financial is growing again! We are thrilled to announce another addition to our Family Team January 2023. Associate Planner, Johanne Brennan joined Brock Shores Planning Corp. Johanne brings her exceptional business acumen, extensive insurance industry experience and lovely client relationship skills to us. Johanne’s mission is to enhance and help us provide additional financial planning services for our exceptional clients. Our vision is to help our clients embrace planning for their personal financial goals, support our business clients with their ongoing business enterprises, assist those embarking on new ventures and help all with their estate planning objectives."


 Reader's Corner with Doreen Barnes YourTV


Corporate Links 

Brock Shores Financial

Timothy Ross & Associates:

Peak Investment Services :

Brock Shores Planning Corp :


Founder Links

#Kitchen Moments

#Herbal Moments

#Fungi Fun



PS: We welcome your Google Review, please  click on this link


Be sure and register to keep track of  your credit bureau, we use Borrowell for this free service


Timothy Ross, Family Advisor, CEO & Founder, Brock Shores Financial

Mutual Funds offered through PEAK Investment Services Inc.

Life & Travel,Insurance, Seg Funds & Banking offered through Financial Horizons Group

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

Office Assistant: Tammy Abrams
​Office Manager: Megan Ross

Income Tax Associate: Kelly Potvin

Bookkeeping Associate:  Becky Eamon

Brock Shores Planning Corp: VP of Planning, Johanne Brennan  613-329-2310


Mission - Vision – Core Values

“Serving our clients and community since 1988”

​* One Stop Process Driven Approach for Retirement & Income Planning
​* Personalized Tax Management Solutions for Individuals & Business Owners
​* Confidential Wealth Management Solutions 

Legacy Site: 

View our Blog: #ImprovingFutures

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
​Paul Harris Fellow


 PEAK Disclosure - Click here for Lots of Good Stuff

We value your business, please also leave a review on our Bark profile

Leave your Review Here & Check Others

Have a Blessed Day! "People influence People”

Access Your Peak Accounts



Family Office Team Links

E-mail me when people leave their comments –

You need to be a member of Brock Shores Financial #ImprovingFutures to add comments!

Join Brock Shores Financial #ImprovingFutures


This reply was deleted.