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goals (5)

Global Retirement Attitudes

https://www.visualcapitalist.com/global-attitudes-towards-retirement/

 

interesting chart . Looks like most are not prepared and will have to work into retirement.  

 

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.

 

Let’s make sure your making the right turns and are on track.  

No need to do this alone, we got you covered while you explore your life, the worlds gotten smaller. 

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Private School

https://www.moneytalkgo.com/five-questions-private-school/

 

Sending the kids to private school: Five questions to ask

You want your child to have the benefit of a world-class education. You don’t want it to drain your bank account. Before you enroll your child in private school, maybe you should read this.

 

 

Timothy Ross , Family Advisor

CEO & Founder, Brock Shores Financial

Mutual Fund Representative through PEAK Investment Services Inc.

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

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

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

Thank You

Have a Blessed Day !

"People influence people”

         

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Time is Money

Why do we say time is money?

1 question, 3 ideas to discuss with your client:

“Smaller, sooner” is better than “larger, later” ...


Due to the way returns compound over many years, it’s more effective (and easier) to start investing small amounts earlier in life rather than trying to catch up later with larger amounts.

The right time to invest is… always


You can never guess when markets are going to rise or fall, so trying to “buy low” and “sell high” is foolhardy. A better strategy is to spread your risk over time by investing regularly, regardless of what the market is doing. This is known as systematic investing.

Investing is inventing your future


To get motivated to start investing, you should first identify the financial goals that are important to you: investing then becomes your way of achieving them.

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