tax advisor - Blog - Brock Shores Financial #ImprovingFutures2024-03-28T19:36:07Zhttps://improvingfutures.ning.com/blog/feed/tag/tax+advisorEmployment Impact TRA-BSF since 1988https://improvingfutures.ning.com/blog/employment-impact-tra-bsf-since-19882021-02-09T22:32:44.000Z2021-02-09T22:32:44.000ZTimothy Rosshttps://improvingfutures.ning.com/members/TimothyRoss<div><img src="https://storage.ning.com/topology/rest/1.0/file/get/8536526255?profile=RESIZE_400x&width=400"></div><div><p><strong>Going through the payroll process this season, I was able to reflect on those lives that we have had an impact on our payroll, for fun I started remembering everyone and expanded the list to include other relevant parties. Over time people change, companies change, life accumulates. ~ TLR</strong></p>
<p> <strong>Employee's & SubContractors 39 since 1988</strong></p>
<p>Tammy, Heather, Megan, Michael, Katina, April, Adonica, Leigh, Mikayla ,Dean, Rebecca, Tina, Melanie, Sue, Cassandra, Cody, Andrew, Rodger, Neil, Brandon ,Leonard, Charly, Lisa, Stepheny, Tim, Peter, Mike, Don, Isaiah, Stan, Bob, Geo, Ron, Natasha, Douglas, Luke, Derek, Alex, Wayne, Brenda</p>
<p><strong>Investment Dealers</strong></p>
<p>Professional Investments, Peak Investment Services</p>
<p><strong>Insurance Dealers</strong></p>
<p>Professional Insurance, Cartier Partners, Financial Horizons</p>
<p><strong>Insurance Companies</strong></p>
<p>Ivari(Transamerica) Manulife (Commercial Union), Empire Life, Canada Protection Plan (Forestors), Canada Life, Equitable Life, Standard Life, Travellers, Best Doctors, RBC</p>
<p><strong>Branch Offices</strong></p>
<p>Professional Investments Belleville, Brockville, Nav Group Trenton</p>
<p><strong>Investment Companies</strong></p>
<p>Invesco ( Trimark, AIM), NEI ( North West, Oceanrock, Meritas ), CI, Tempelton, Vengrowth, Covington, Tricycle, Standard Life, AIC, Manulife, Sprott, Mackenzie, RBC, Dynamic, Criterion, Medical Discovery, Bridgehouse, Empire Life, ING, Fidelity, Growth Works, AGF, Mineral Fields, Sprott, O'Leary, Elliott & Page, Gaurdian, First Ontario, Clarington, Triax, Talvest</p>
<p><strong>Tax Collection Agencies,</strong> Canada Revenue Agency, Her Majesty The Queen as Represented by the Minister of National Revenue, Uncle Sam for the United States of America </p>
<p><strong>Regulatory Bodies</strong></p>
<p>FISCO,MFDA,OSC (Ontario,BC,NB) , CRA</p>
<p><strong>Professional & Community Organizations</strong></p>
<p>RIA,Advois,IFB,BCOC,BCC,ACC,CFIB,CAIFA,CFIB,Kiwanis,Rotary,CSA,CARP,CC,EFILE-AC,GBAS,BAFB,PPC,CPC,NB,BHS,FF,4-H,BIC-1862,</p>
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<p>Reflecting on all of this, I am reminded of the beauty of business quote that I penned many years ago. I will post that below these guiding principals.</p>
<p> <span style="font-size:14pt;"><em>4-H teaches us to, "Learn To Do By Doing", with your Head, Heart, Health, and Hands</em></span></p>
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<p><span style="font-size:14pt;"><em>The Mountain teaches and demands "One Step At A Time"</em></span></p>
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<p><span style="font-size:14pt;"><em>Business embraced "Where Client Goals Become Our Goals"</em></span></p>
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<p><span style="font-size:14pt;"><em>Investments reminds us to be the "Guardians of Your Family's Wealth"</em></span></p>
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<p><span style="font-size:14pt;"><em>Nick Murray taught and reminded us of the Mission, "Helping Families Achieve Major Goals" , the rest is commentary</em></span></p>
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<p><span style="font-size:14pt;"><em>Our Vision was to provide "Omega Stewardship" , the People and our Core Values made that possible</em></span></p>
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<p><span style="font-size:14pt;"><em>Business evolved into "The Family Office"</em></span></p>
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<p><span style="font-size:14pt;"><em>Brock Shores Financial focused us on "Improving Futures"</em></span></p>
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<p><span style="font-size:14pt;"><em>Covid reminded us "Your Advisor Cares"</em></span></p>
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<p><em>Timothy L. Ross, Family Advisor, since 1988, </em><em>CEO, Founder Brock Shores Financial , Timothy Ross & Associates</em></p>
<p><em>Chief Weekend Warrior for every other crazy thing I do!</em></p>
<p> "The beauty of being in business is that your business engages all aspects of your mind, I think that is why you become successful, business challenges you to be more than you are, and that is where the miracle takes place." Timothy Ross, May 2004</p>
<p>I like Winston Churchill, he had the incredible ability to move the English language into action. My mentor Jim Rohn, say's , "Don't be afraid to borrow if someone else has said it well. Winston Churchill said, "The truth is incontrovertible. Malice may attack it and ignorance may deride it, but in the end, there it is." That's so well said. You could stay up all night and not think of that. "</p>
<p><a href="{{#staticFileLink}}8536526501,RESIZE_1200x{{/staticFileLink}}"><img class="align-full" src="{{#staticFileLink}}8536526501,RESIZE_710x{{/staticFileLink}}" alt="8536526501?profile=RESIZE_710x" width="710" /></a></p>
<p><strong>In case your compliance cruising, full stop, see, read, digest disclosure </strong></p>
<p><a href="https://improvingfutures.ning.com/blog/peak-dealership-representative-disclosure">https://improvingfutures.ning.com/blog/peak-dealership-representative-disclosure</a></p>
<p><strong>READ THE FINE PRINT</strong></p>
<p><strong>Member of the Ship's Company , Bytowne Brigantine's Tall Ship Sail Training Program Adventures</strong></p>
<p><strong><a href="{{#staticFileLink}}8536532256,RESIZE_1200x{{/staticFileLink}}"><img class="align-full" src="{{#staticFileLink}}8536532256,RESIZE_710x{{/staticFileLink}}" alt="8536532256?profile=RESIZE_710x" width="710" /></a></strong></p></div>Global Retirement Attitudeshttps://improvingfutures.ning.com/blog/global-retirement-attitudes2019-10-13T19:10:44.000Z2019-10-13T19:10:44.000ZTimothy Rosshttps://improvingfutures.ning.com/members/TimothyRoss<div><img src="https://storage.ning.com/topology/rest/1.0/file/get/3660504371?profile=RESIZE_400x&width=400"></div><div><p><a href="https://www.visualcapitalist.com/global-attitudes-towards-retirement/" target="_blank">https://www.visualcapitalist.com/global-attitudes-towards-retirement/</a></p>
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<p>interesting chart . Looks like most are not prepared and will have to work into retirement. </p>
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<p>Call us either way, we can help you keep on track, set some goals, and maybe help you dream and implement some tax smart strategies and give you some peace of mind.</p>
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<p>Let’s make sure your making the right turns and are on track. </p>
<p>No need to do this alone, we got you covered while you explore your life, the worlds gotten smaller. </p>
<p><a href="{{#staticFileLink}}3660513495,original{{/staticFileLink}}"><img class="align-full" src="{{#staticFileLink}}3660513495,RESIZE_710x{{/staticFileLink}}" width="710" alt="3660513495?profile=RESIZE_710x" /></a></p>
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