representative - Blog - Brock Shores Financial #ImprovingFutures2024-03-19T09:42:01Zhttps://improvingfutures.ning.com/blog/feed/tag/representativeCRA Representation Processhttps://improvingfutures.ning.com/blog/cra-representation-process2022-12-15T10:17:01.000Z2022-12-15T10:17:01.000ZTimothy Rosshttps://improvingfutures.ning.com/members/TimothyRoss<div><p>It is important that your representative has authorization with CRA. Currently the only way to get a business account authroized is to do it through the online portal at CRA called "My Busines Account"</p>
<p>Here is a video you should watch to setup your account. Once that is done, you can add us as your represenative. </p>
<p> </p>
<p><a href="https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html">https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html</a></p></div>PEAK Dealership - Representative Disclosurehttps://improvingfutures.ning.com/blog/peak-dealership-representative-disclosure2019-10-09T10:48:38.000Z2019-10-09T10:48:38.000ZTimothy Rosshttps://improvingfutures.ning.com/members/TimothyRoss<div><img src="https://storage.ning.com/topology/rest/1.0/file/get/3653283531?profile=RESIZE_400x&width=400"></div><div><p><span style="font-size:36pt;"><strong>Timothy Ross is a Mutual Funds </strong></span></p>
<p><span style="font-size:36pt;"><strong>representative attached to PEAK</strong></span></p>
<p><span style="font-size:36pt;"><strong> Investment Services Inc. </strong></span></p>
<p> </p>
<p><span style="font-size:36pt;"><strong>PEAK Investment Services Inc. is a full-</strong></span></p>
<p><span style="font-size:36pt;"><strong>service mutual fund dealer and limits its </strong></span></p>
<p><span style="font-size:36pt;"><strong>responsibilities to investment products </strong></span></p>
<p><span style="font-size:36pt;"><strong>such as mutual funds and exchange traded</strong></span></p>
<p><span style="font-size:36pt;"><strong> funds. </strong></span></p>
<p> </p>
<p><span style="font-size:36pt;"><strong>All other services offered are not under the</strong></span></p>
<p><span style="font-size:36pt;"><strong> responsibility of PEAK Investment Services</strong></span></p>
<p><span style="font-size:36pt;"><strong> Inc.” </strong></span></p>
<p><span style="font-size:36pt;"><strong> v update 09-27-2019</strong></span></p>
<p> </p>
<p><span style="font-size:36pt;"><strong><a href="http://www.peakgroup.com/publicweb/index.php/en/contact-us.html" target="_blank">Peak Investment Services - Online Contact</a></strong></span></p>
<p> </p>
<p><a href="http://www.peakgroup.com/publicweb/index.php/en/clients.html" target="_blank"><span style="font-size:36pt;">Client Online Link at PEAK</span></a></p>
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<p><span style="font-size:36pt;"><a href="https://www.mypeakonline.com/secure/default.asp?Lng=EN" target="_blank">Client Log In Link</a></span></p>
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<p><span style="font-size:18pt;">Please contact our office at 613-345-0016 if you require help setting up your secure online access.</span></p>
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<p><span style="font-size:12pt;"><strong>Timothy Ross, Family Advisor, CEO & Founder, Brock Shores Financial</strong></span></p>
<p><span style="font-size:12pt;"><strong>Mutual Funds offered through PEAK Investment Services Inc.</strong></span></p>
<p><span style="font-size:300%;"><span style="font-size:12pt;">If this is received by email or emessage with other content, then t</span><span style="font-size:12pt;">his 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. Thank you for your assistance. All rights reserved, Timothy Ross</span></span></p>
<p><span style="font-size:300%;"><br /> <span style="font-size:12pt;"><strong>Brock Shores Financial / Timothy Ross & Associates, Family Office Providing Omega Stewardship</strong></span><br /> <span style="font-size:12pt;">4</span><span style="font-size:12pt;">502 Airport Road – Tincap, GTA Professional Center, Elizabethtown, Ontario K6T 1A2</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">613-345-0016 Office 613-213-4625 Cell/Text 613-345-5231 Fax advisor@timothyross.com </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Executive Assistant: Heather Kiley assistant@timothyross.com </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Office Manager: Megan Ross megan@timothyross.com</span><br /> <span style="font-size:12pt;"><strong>Mission - Vision – Core Values</strong></span></span></p>
<p><span style="font-size:300%;"><span style="font-size:12pt;">“Serving our clients and community since 1988” </span><br /> <span style="font-size:12pt;"><strong>OMEGA STEWARDSHIP</strong></span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">* One Stop Process Driven Approach for Retirement & Income Planning</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">* Personalized Tax Management Solutions for Individuals & Business Owners</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">* Confidential Wealth Management Solutions </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;"><a href="http://www.BrockShoresFinancial.ca">www.BrockShoresFinancial.ca</a> <a href="http://www.TimothyRoss.com">www.TimothyRoss.com</a> #ImprovingFutures <a href="http://www.ImprovingFutures.ca">www.ImprovingFutures.ca</a> </span><br /> <span style="font-size:12pt;"><strong>Helping Families Achieve ... Life's Major Goals</strong></span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">1. Tax Smart Planning & Investing </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">2. Worry Free Retirement </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">3. Education of Our Children & Grandchildren </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">4. Quality Care for Our Parents </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">5. Meaningful Financial Help for Our Loved Ones </span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">6. Meaningful Legacy</span></span></p>
<p><span style="font-size:300%;"><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Member of Advocis, The Financial Advisors Association of Canada</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Member of IFB, Independent Financial Brokers of Canada</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Member of RIA, Responsible Investment Association</span><br /> <span style="font-size:12pt;"></span><span style="font-size:12pt;">Member of the Rotary Club of 1000 Islands, Paul Harris Fellow</span><br /> <span style="font-size:12pt;"></span><br /> <span style="font-size:12pt;"><strong>We value your business, please leave a review on our Bark profile</strong></span><br /> <span style="font-size:12pt;">h</span><span style="font-size:12pt;">ttps://www.bark.com/en/company/brock-shores-financial/q2aev/?show_reviews=true</span><br /> <span style="font-size:12pt;"><em><strong>Have a Blessed Day! "People influence People” </strong></em></span></span></p>
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<p><span style="font-size:24pt;"><strong>Additional Business - Organizations - Community Relationships</strong></span></p>
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<p><span style="font-size:24pt;"><strong><a href="https://www.securities-administrators.ca/nrsmobile/nrssearch.aspx" target="_blank">MFDA-OSC Canadian Security National Registration - Timothy Ross</a> </strong></span></p>
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<p><span style="font-size:300%;"><a href="http://alias2a.fsco.gov.on.ca/ShowAgent.aspx?id=93003170%20&ci=_EN&src=int" target="_blank">Timothy Ross - FSCO Life Insurance Registration</a><br /> </span></p>
<p><span style="font-size:300%;"><a href="https://www.financialhorizons.com/our-story" target="_blank">Life Insurance MGA Link - Financial Horizons Group</a></span></p>
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<p><span style="font-size:300%;"><a href="https://myadvocis.ca/advisor/timothy-ross-3286/" target="_blank">Advocis - Financial Advisors Association of Canada - Timothy Ross</a></span></p>
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<p><span style="font-size:300%;"><a href="https://www.linkedin.com/in/omegastewardship" target="_blank">Linked In Connection - Timothy Ross</a></span></p>
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<p><span style="font-size:300%;"><a href="https://www.facebook.com/improvingfutures/" target="_blank">Facebook - Brock Shores Financial - #ImprovingFutures</a></span></p>
<p><span style="font-size:300%;"><a href="https://www.facebook.com/TimothyRossAssociates/" target="_blank">Facebook - Timothy Ross & Associates</a></span></p>
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<p><span style="font-size:300%;"><a href="https://www.riacanada.ca/company-profile/timothy-ross/" target="_blank">Responsible Investing RIA - Timothy Ross</a></span></p>
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<p><span style="font-size:24pt;"><a href="https://www.brockvillechamber.com/member-directory.php?command=viewItem&ID=1495&name=Brock-Shores-Financial-" target="_blank">BSF - Member Brockville Chamber of Commerce</a></span></p>
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<p><span style="font-size:300%;"><a href="https://www.spreaker.com/user/omegastewardship/this-is-a-football" target="_blank">Our Online Radio Channel - This is a Foot Ball</a></span></p>
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<p><span style="font-size:24pt;"><a href="https://www.youtube.com/playlist?list=PLhhVyaUmOQurBHYzcnWCwsmJSLSEtG4Rv" target="_blank">YouTube- Omega Stewardship Channel</a> </span></p>
<p> </p>
<p><span style="font-size:300%;"><a href="https://twitter.com/OmegaSteward" target="_blank">The Twitter Catch All</a></span></p>
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<p><span style="font-size:300%;"><a href="http://www.peakgroup.com/publicweb/index.php/en/privacy-policy.html?fbclid=IwAR0fIB13-tcpjeSlFIUHm0KkJrxepV_5Gtww9MlXGY00UH7FMG8LEFSI2EU" target="_blank">PEAK Privacy Policy</a></span></p>
<p> </p>
<p><span style="font-size:300%;">EXPLORE for Pleasure, Profit, Purpose <br /> <br /> </span></p>
<p><span style="font-size:14pt;"><a href="">www.YourAdvisorCares.ca&nbsp</a>; #YourAdvisorCares <a href="">www.YourAdvisorCares.com&nbsp</a>;</span></p>
<p> </p></div>