family office - Blog - Brock Shores Financial #ImprovingFutures

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

https://improvingfutures.ning.com/blog/timothy-ross-family-advisor-ceo-founder-brock-shores-financial

Brock Shores Planning Corp - VP Planning Johanne Brennan

Posted by Timothy Ross on January 18, 2023 at 6:53pm

Johanne Brennan

Planning Associate

Brock Shores Planning Corp.

brockshorescorp@gmail.com

johanne@timothyross.com

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

https://posts.gle/ScMFbH

"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

https://improvingfutures.ning.com/blog/timothy-ross-family-advisor-ceo-founder-brock-shores-financial

Taxes & Mushrooms Rolling

Posted by Timothy Ross on December 29, 2020 at 4:17am

your on a roll here Ceci Ball

https://www.facebook.com/groups/fungifun/permalink/330168751334851/

, these are Shaggy Manes, they are delicious, ( I was told they were no good when I was young, so I ignored them all my life, did some research and they are a good find, easy to identify, tasty ) and do not last long, they will turn inky quickly, ( you can make a dye from them ) they would need to be eaten or preserved quickly after harvest as they decompose quickly. I fried the last ones I found, I have 2 spots that I visit on our place in Tincap, just thinking, I put gravel on the one spot this fall, so that might be rough next year, the other spot was near the apple tree , ooooh that's good, I wasn't thinking when I laid that gravel down out back. Little tip, one should make it a policy to cook your mushrooms, that cooking process makes them safer and potential for an upset tummy goes way down, eating raw can have its challenges. Also, don't mix your mushrooms, if you have a problem, you want to know which type has that effect on you. If any doubt don't consume, you can pick and study, even if you don't end up eating it, you will learn, you don't want to tax your system. this reminds me of an old saying in taxes, if in doubt , deduct, I would still be careful, you have to be reasonable and it's best to seek some professional guidance along the way ( one of my core disciplines that pays the bills,) It's always better to do it under the guidance of an experienced professional with a good supportive team, continuity, responsive, bigger refunds, less tax overall, strategy, audit proofing, peace of mind, just a few things that should be considered, I'm not just a fun fund guy, Tim the Tax Man , that's why we have developed a family office, one stop cover the financial bases, there is a lot to think about, it's all intertwined

Like taking a spore print, we like to check the assessment of a persons tax return, it reveals a lot that is important to your tax health

In case your compliance cruising, full stop, see, read, digest disclosure

https://improvingfutures.ning.com/blog/peak-dealership-representative-disclosure

READ THE FINE PRINT

Tax Disclosure, if in doubt, deduct, however, count the cost, ( note you do not have to write off any or all of your expenses) make sure it's right, makes sense, seek professional help for that determination and preparation, heed their advice, make that investment, it's not really a cost, it can save and make you money either way, if they say no, don't, as you are responsible to them and your country to do it right, see the notice to reader in the engagement letter, plus, note, you do sign off, and you do acknowledge, that it is a serious offence to make a false return, and you will certify that the information given on your return and in any documents attached to it is correct and complete and fully discloses all your income, and there is more related to various acts that provide for the imposition and collections of taxes and duty's, with failure to compliy ressulting in interest payable, penalties or other actions ( it's those other actions that could and would mess with your peace of mind ) , so let's do it right ok.

Mushroom Disclosure, if in doubt, don't eat , it's that simple.

Family Office Gates

Posted by Timothy Ross on September 18, 2019 at 10:54pm

https://business.financialpost.com/personal-finance/high-net-worth/the-simple-strategy-fueling-the-rise-of-bill-gatess-fortune/amp

Full Circle

Posted by Timothy Ross on November 19, 2017 at 9:01am

Well, It's Nov 19th, 2017 a Sunday morning and I'm back on the Ning Network relearning about this community platform. I first used this platform about 8 years ago. I had setup omegastewarship.ning.com for my business and govern.ning.com when I ran for Council in Elizabethtown. I'm kind frugal and I was enjoying the benefits of their free site and then they changed, I wasn't big enough to have the paying ones, so when they changed I was not too happy, I did subscribe for awhile, however in those days, Facebook was just getting going and that was free, and I also had a few blogs on the Blog.ca site which was a small annual fee. I made a decision to abandon the Ning site, I had multiple options which seemed to be very cost effective, so made a decision to do so. Now, here I am "Full Circle".

Right away, I am impressed, and remember how simple and flowing this platform was. So, first five minutes, I'm signed up, I'm engaged and feeling good about this decision.

As I am doing this first blog, I am thinking a variety of thoughts. One of the things I would like to do is setup business's and all the little things that are required to do so, I'm very good at it. I think it is a marketable value added service and have had some good success helping others get going with their ideas. So, I'm going to add a few tips along the way which can help anyone launch that great idea on a good foundation. If your just starting out or wanting to rebrand your business or change the structure, you will be able to seek our Family Office here at Brock Shores Financial and we will be able to support your dream.

Well I better stop, and go for a walkabout ad get some fresh air and enjoy the fresh snow that is falling, make some tracks.

Have a blessed day

Timothy Ross, CEO & Founder, Brock Shores Financial #ImprovingFutures

PS: leave some comments, tips of your own, links that helped you, the good and the bad, this is our community, your contributions are appreciated.

family office (5)

Megan Ross, Client and Business Support Services

Brock Shores Planning Corp - VP Planning Johanne Brennan

Taxes & Mushrooms Rolling

Family Office Gates

Full Circle

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