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Featured Posts (7)

PEAK Dealership - Representative Disclosure

Timothy Ross is a Mutual Funds

representative attached to PEAK

Investment Services Inc.

 

PEAK Investment Services Inc. is a full-

service mutual fund dealer and limits its

responsibilities to investment products

such as mutual funds and exchange traded

funds.

 

All other services offered are not under the

responsibility of PEAK Investment Services

Inc.” 

v update 09-27-2019

 

Peak Investment Services - Online Contact

 

Client Online Link at PEAK

 

Client Log In Link

 

Please contact our office at 613-345-0016 if you require help setting up your secure online access.

 

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

Mutual Funds offered through PEAK Investment Services Inc.

​If this is received by email or emessage with other content, then 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. Thank you for your assistance. All rights reserved, Timothy Ross


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 advisor@timothyross.com
Executive Assistant: Heather Kiley assistant@timothyross.com
Office Manager: Megan Ross megan@timothyross.com
Mission - Vision – Core Values

“Serving our clients and community since 1988”
OMEGA STEWARDSHIP
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
www.BrockShoresFinancial.ca www.TimothyRoss.com #ImprovingFutures www.ImprovingFutures.ca
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

We value your business, please leave a review on our Bark profile
​https://www.bark.com/en/company/brock-shores-financial/q2aev/?show_reviews=true
Have a Blessed Day! "People influence People”

 

 

Additional Business - Organizations - Community Relationships

 

MFDA-OSC Canadian Security National Registration - Timothy Ross 

 

Timothy Ross - FSCO Life Insurance Registration

Life Insurance MGA Link - Financial Horizons Group

 

Advocis - Financial Advisors Association of Canada - Timothy Ross

 

Linked In Connection - Timothy Ross

 

Facebook - Brock Shores Financial - #ImprovingFutures

Facebook - Timothy Ross & Associates

 

Responsible Investing RIA - Timothy Ross

 

BSF - Member Brockville Chamber of Commerce

 

Our Online Radio Channel - This is a Foot Ball

 

YouTube- Omega Stewardship Channel 

 

The Twitter Catch All

 

EXPLORE for Pleasure, Profit, Purpose 

 

Read more…

Federal Tax Credit Reminder

Well, there is an election underway for Canadians to participate in. 

It’s a reminder that one of the best credits is the political donation tax credit. You can get this every year. 

During an election it gets talked about more naturally. 

Check out the pics below. Support your local candidate and federal party. The rate starts at 75% and goes down to 40% if your investing the max of $1600

Be sure and vote !

 

Here is an example at 40,000 income which means your making around 20$ an hour. 

3612630178?profile=RESIZE_710x

here is the tax tables with various levels of contribution levels. 

3612657143?profile=RESIZE_710x

 

Locally, perhaps will see you at the debate on Thursday that is open to the public, and also check out the link embeded here for Elections Canada

 

Federal All Candidates Debate

Date:September 26, 2019
Time:6:30pm - 9:00pm
Location:Brockville Art Centre
Chamber Events   Chamber Events

In Partnership with the South Grenville Chamber 

Doors open at 6:15 pm

Meet and Greet from 6:30 pm to 7:00 pm 

Debate from 7:00 pm to 9:00 pm 

Candidates: 

Michael Barrett - Conservative Party of Canada

Josh Bennett - Liberal Party of Canada 

Lorraine Rekmans - Green Party of Canada 

Michelle Taylor - New Democratic Party 

Federal Election Information 

 

 

Read more…

Ontario Renovates Program

https://www.leedsgrenville.com/en/services/ontario-renovates-program.aspx

 

Here is a link to a program that maybe of interest to seniors or those with a disabilty , with family incomes under 60,000 and assets under 20,000 ( excluding home valued under 225,000 )

This looks like a good option for many that need to get some of these items taken care of. Feel free to share this info with others that may benefit as well.

Thanks

Tim Ross

 

 

The Ontario Renovate program may help with

  • heating systems
  • vents
  • chimneys
  • electrical systems (not solar panels)
  • windows and doors
  • plumbing
  • roofs
  • septic systems
  • walls
  • well water and well drilling
  • floors and ceilings
  • louvers

Qualifying accessibility repairs include:

  • ramps
  • handrails
  • chair and bath lifts
  • height adjustment to countertops
  • cues for doorbells/fire alarms

 

Program Overview

The Ontario Renovates Program is offered as part of the Investment in Affordable Housing for Ontario (IAH 2014 Extension) Program funded by the Ministry of Municipal Affairs and Housing (MMAH), and provides financial assistance to households in need to repair deficiencies in affordable ownership properties. Funding is provided in the form of a 10 year, interest-free forgivable loan based on the cost of approved home repairs up to $15,000, and subject to the availability of program funds. A mortgage will be registered against the owner’s property for the duration of the loan forgiveness period for approved funding exceeding $7,000. The Counties will discharge the mortgage at the end of the loan forgiveness period (i.e. 10 years) at the Counties’ expense. In the event of default under the terms of the Promissory Note Agreement, the applicant/owner(s) shall be solely responsible to discharge the mortgage on the property at his/her expense. To support independent living for seniors and persons with disabilities, funding for accessibility repairs approved to a maximum of $5,000 is in the form of a grant, and does not require repayment.

For Full Fact Sheet

https://www.leedsgrenville.com/uploads/418/Doc_636928236496803884.pdf

Read more…

Doing More Good

Received this email this morning and as normal it gets me thinking, what are we doing at Brock Shores Financial ? How are we #ImprovingFutures  ? How are our actions lining up with our Vision, Mission and Core Values ? 

One thing that we do is research and become aware of the issues and work towards putting sustainable practices in our business and life. A great resource for me has been my membership in  RIA  Responsible Investment Association https://www.riacanada.ca/timothy-ross/

I would love to read what you are doing to make a difference in your life, home, community, please join our online community and share your reflections in the comment section , your Utmost For Your Highest

In the meantime, let's read what Coro Stranberg has to say about the matter. 

Have a blessed day

Timothy Ross, Founder Brock Shores Financial

#Improving Futures

 

Coro Strandberg works with businesses, government and industry associations to envision and innovate a sustainable future. She is an expert on sustainability leadership and transformational business practices and relationships.

"Sustainability is no longer about doing less harm. It's about doing more good."

Jochen Zeitz (Co-founder and co-chair of the B Team and past CEO of PUMA)

I’ve been thinking about the word “good” and how it shows up in our language in countless idioms: For goodness sake. All to the good. Good and ready. Goodwill. For good reason. Good company. And so on. In my work, good – when turned into action – means sustainable businesses that change everything for the better.

Growing global resource constraints – coupled with changing customer, investor, and government expectations – will drive companies to change the way they do business. In this newsletter, I bring you up-to-date on sustainability tools, trends, tips and trailblazers that can help you and your organization become a force for social good. Whether your organization needs a kickstart or it’s leading the way with transformational business practices, you’ll find lots of good news here.

2018 is trending as the watershed year when boards began to actively improve their oversight of the company’s social and environmental performance. Regardless of whether the impetus was scandals, investors, social movements, employees or consumers, more and more boards are taking their fiduciary responsibilities in this area seriously. Fortunately, there is considerable guidance in this new governance practice.

This spring I started teaching the Sustainable Board module for the new Governance Professionals of Canada certification program. The course provides a practical look at board sustainability oversight for governance professionals who advise boards and management on sustainability governance. This will equip corporate directors and executives with greater insight on how to steward the sustainable performance of the firm. Corporate governance leaders also have a sustainable board roadmap in a recently published white paper I authored on the topic for Conference Board of Canada. It's an update on the trends and drivers of sustainability governance that have emerged since the first paper I wrote on the subject in 2008, and provides a sustainability toolkit for boards and those who advise them. Check it out and share these resources with the boards and governance professionals you know.

Business Models for Good

Boards for Good are responsible for ensuring their business has a core social purpose as its engine for growth and goodwill. Businesses are defining and articulating their humanitarian reason for being. The United Way of the Lower Mainland is a leader in this global trend and in so doing, pivoting its corporate donor relationships. This spring I helped the United Way launch its Social Purpose Institute, growing business for good in Greater Vancouver and beyond. Uniquely, the Institute’s vision is to partner with cities, boards of trade and others to raise awareness of this business opportunity and build the regional capacity for social purpose business. In this way, business will bring all its assets, not simply its donations to community good.

Leveraging University Assets for Good

This trend towards leveraging assets for good is taking off in the public sector, too. To advance the widely acclaimed white paper I wrote for McConnell Foundation and SFU on "Maximizing the Capacities of Advanced Education Institutions to Build Social Infrastructure for Canadian Communities" published in 2017, I have been helping the McConnell Foundation and the Canadian Association of University Business Officers (CAUBO) scale social purpose administration and finance among administrative departments at Canadian universities and colleges, info here. The basic premise is that public institutions can bring all their assets and instruments (in addition to teaching and research) to advance societal well-being by applying a social, environmental, community or stakeholder lens to decision-making, budgets and projects. University administrators are finding new purpose and meaning in their jobs from this shift. According to one front line university staff member: "This [social purpose administration] is a new way of working. As administrators who spend our careers in our institution, we can see a tie to our organization. It is also tied to the place where you live. It is another use of your job. It gives me meaning in my day."

Professionals for Good

Not only are governance professionals and university administrators social-purposing their jobs, so too are other professionals looking to build more social value into everyday roles. Since the launch of the Sustainable Professional Association Initiative with The Natural Step, I have had the pleasure of advising associations representing human resources and governance professionals. Current work involves a project for the Real Estate Foundation of BC to define a professional development pathway to build sustainability expertise among realtors. Watch this space for the research paper in early 2019.

This work has me thinking about the "Purposeful Professional": I believe that purpose-driven companies and organizations are creating room for professionals to hone their personal purpose and bring it to work.

Products for Good

Organizations-for-good offer products-for-good. While not easy to go the distance, it can be done as described in this Conference Board of Canada resource I wrote on the topic. Notably, leaders like Marks and Spencer, BASF and LafargeHolcim are setting ambitious targets to reposition their product portfolios in alignment with a sustainable future. This Sustainable Brands article profiles these opportunities. For more detailed guidance, check out the Conference Board paper.

Advocacy for Good

Having a business model, professionals and products for good doesn’t guarantee a sustainable future. We also need government leadership to re-engineer policy, legislation and regulation so that fair, inclusive, low-carbon and circular growth can be enabled. Fortunately, more and more businesses are engaging in the public policy debate, as for-good advocates. This GreenBiz article unpacks this trend and drivers, while this tool offers an "advocacy for good" continuum, from oppositional to transformational practices. Check it out to see where your organization lies. Then engage your government and industry relations teams in how they can bring purpose and meaning to their jobs through a proactive sustainable public policy agenda.

That’s the goods for this newsletter. I always appreciate hearing from my readers. Don't hesitate to contact me for questions, clarifications or additional resources. Thanks for reading. Goodbye for now!

Coro

Good for you

events:

Corporate Sustainability Practitioners: Roles have changed, has your job description?

November 15, 2018 at 11:00 am PT / 2:00 PM EDT
This one-hour, low-cost webinar will discuss how the corporate responsibility practitioner role is becoming more strategic, enterprise-wide, and external. You’ll pick up insights on how the jobs, roles, and departments of CSR and sustainability practitioners are adjusting to meet the new imperatives. More information.

GreenBiz 2019

Phoenix Arizona, Feb. 26 – 28, 2019
I hope to see you at GreenBiz 2019, the Premier Annual Event for Sustainable Business Leaders. I will be moderating a session on "What every sustainability professional should know about board sustainability governance," with investors, corporate directors and sustainability professionals represented on the business panel. You’re guaranteed a thought-provoking and practical session. More information.

 

A picture is worth a thousand words, video's will multiple that , check out her Webinar Library

https://corostrandberg.com/resources/webinar-library/

Read more…

EFILE Startup Feb 26 2018

EFILE system is currently closed for personal tax returns and will re-open on Monday, February 26, 2018 at 8:30 a.m. (Eastern time) for the electronic filing of our clients 2014, 2015, 2016 and 2017 initial personal income tax and benefit returns and 2015, 2016 and 2017 amended T1 returns.

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/efile-news-program-updates.html

 

EFILE Helpdesk Support

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/efile-electronic-filers/efile-helpdesk-support-t1-returns.html

Sudbury Tax Centre
1050 Notre-Dame Avenue
Sudbury ON P3A 5C1
Local calls: 705-670-6499
Long distance calls: 1-800-361-6283
Fax: 705-670-6500 or 1-855-338-5495

Eastern Time

7:00 a.m. to 4:30 p.m.

 

The following services will still be available after January 19, 2018:

  • Corporation Internet Filing for Corporation Income Tax (T2) returns. 
  • Electronic filing of Form T1013.

Note:  You must use the current-year version of the tax software to electronically submit the 2016 form through the T1013 transmission web service until 8:00 p.m. on Friday, February 9, 2018. When the T1013 web service re-opens at 8:30 a.m. Monday, February 12, 2018 it will only accept the 2017 version of this form.

 

Read more…

Christmas & New Years Hours 2017

Our office at Brock Shores Financial located  in Tincap will be closed starting Wednesday Dec 20th , reopening Monday Jan 8th 2018 .

Some of the team may be stopping in from time to time during the holidays as we prepare for the new year in-case you see some activity. I will be monitoring my email at advisor@timothyross.com  as I always do, so please reach out that way and I will do what I can to help.  Many of us will be travelling and enjoying times with our family, close friends  or simply exploring the shorelines on our adventures.

Our investment Firm's head office hours are listed below, in case of a desperate financial requirement for mutual fund business they are our backup team and available to take care of paperwork in our absence.

 Please contact me first and we will connect with our administrative folks in Kingston if such a situation arises.

Wishing everyone a Merry Christmas and Happy Prosperous Peaceful New Year !

Timothy Ross, CEO & Founder

Brock Shores Financial

#ImprovingFutures

Christmas Hours Dealership Professional Investments 2017

Hello Everyone,  Kingston Office Hours

We will be open all of the business days this year during the Christmas holidays.

December 22nd – we will look to close a little early. Nothing set in stone, but most likely closing around 2pm.

December 27, 28 – Open regular business hours

December 29th - we will look to close a little early. Nothing set in stone, but most likely closing around 2pm.

January 2nd – Open regular business hours.

 Thank you,

 Mark Tavares, Compliance Officer

Professional Investments (Kingston) Inc.

Toll Free: 1-888-548-8868  Fax: 613.384.8919

Read more…