bspc (3)
Johanne Brennan
Planning Associate
Brock Shores Planning Corp.
http://www.BrockShoresPlanningCorp.ca/
http://www.ImprovingFutures.ca/
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."
https://www.executivecoaches.ca/inspiringleaders/e085-thaw-your-frozen-feet-with-johanne-brennan
https://www.amazon.ca/How-Thaw-Your-Frozen-Feet-ebook/dp/B07PVL3HY6
Reader's Corner with Doreen Barnes YourTV https://www.facebook.com/watch/?v=315240222472948
Corporate Links
Brock Shores Financial https://www.facebook.com/improvingfutures
Timothy Ross & Associates: https://www.facebook.com/TimothyRossAssociates/
Peak Investment Services : https://www.facebook.com/profile.php?id=100068640032385
Brock Shores Planning Corp : https://www.facebook.com/profile.php?id=100089499457269
Founder Links
https://www.linkedin.com/in/omegastewardship/
https://twitter.com/OmegaSteward
https://www.facebook.com/omegastewardship
https://www.facebook.com/newbetheadventure/
#Kitchen Moments https://www.facebook.com/profile.php?id=100088817142433
https://www.facebook.com/YourBladeOfGrass/
https://www.facebook.com/naturesenergywater/
https://www.facebook.com/CanadianFlagEducationCentre/
#Herbal Moments https://www.facebook.com/groups/641210264418792
#Fungi Fun https://www.facebook.com/groups/fungifun
PS: We welcome your Google Review, please click on this link https://g.page/r/CXYJPvedYlz0EBI/review
Be sure and register to keep track of your credit bureau, we use Borrowell for this free service
https://improvingfutures.ning.com/blog/free-credit-check-borrowell
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 advisor@timothyross.com
Executive Assistant: Heather Kiley heather@timothyross.com
Office Assistant: Tammy Abrams assistant@timothyross.com
Office Manager: Megan Ross megan@timothyross.com
Income Tax Associate: Kelly Potvin kelly@timothyross.com
Bookkeeping Associate: Becky Eamon becky@timothyross.com
Brock Shores Planning Corp: Planning Associate, Johanne Brennan johanne@timothyross.com brockshoresplanningcorp@gmail.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
Legacy Site: www.TimothyRoss.com
View our Blog: #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
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 www.YourAdvisorCares.ca
Inspiration: www.YourAdvisorCares.com
Family Office Team Links
https://improvingfutures.ning.com/blog/brock-shores-planning-corp-vp-planning-johanne-brennan
https://improvingfutures.ning.com/blog/megan-ross-client-and-business-support-services
Please click on this link and start preparing your first budget, don't worry that you do not know all the info, or have time to finish it all.
You can get started, save it, revist it, share it with your partner, our planners and you can update it as you get more information or more accurate information.
It is a very handy, accurate and intuitive tool.
The reports are easy to read and can give you insight into how you are doing compared to other Canadian's.
Let's get started now, click below ~ TLR
https://itools-ioutils.fcac-acfc.gc.ca/BP-PB/budget-planner
For other budgeting items, do a search budgeting budget
https://improvingfutures.ning.com/main/search/search?q=budgeting
https://improvingfutures.ning.com/main/search/search?q=budget
Always check out the comment secton for additional resources
https://improvingfutures.ning.com/blog/list/tag/budgeting
https://improvingfutures.ning.com/blog/list/tag/budget
