insurance (6)

Timothy Ross,  Family Advisor ©, CEO & Founder, Brock Shores Financial, Family Office Providing Omega Stewardship ©  

Mutual Funds offered through PEAK Investment Services Inc.

Life & Travel, Insurance, Seg Funds  & Banking offered through Financial Horizons Group

Tax Services offered through Timothy Ross & Associates &  Brock Shores Income Tax Corp

Planning Services offered through Brock Shores Planning Corp.  


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

​Executive Assistant: Heather Kiley

Office Assistant: Tammy Abrams

​Office Manager: Megan Ross

Income Tax Associate: Kelly Potvin

Bookkeeping Associate:  Becky Eamon

Brock Shores Planning Corp:

Planning Associate, Johanne Brennan  


Tim's Linked-In:


​* One Stop Process Driven Approach for Retirement & Income Planning
​* Personalized Tax Management Solutions for Individuals & Business Owners
​* Confidential Wealth Management Solutions 

Legacy Site: 

View our Blog: #ImprovingFutures

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


Mission - Vision – Core Values

“Serving our clients and community since 1988”

​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  Efile Association of Canada

Member of Kingdom Advisors; Paul Harris Fellow



View our Blog: #ImprovingFutures


PEAK Disclosure - Click here for Lots of Good Stuff


Corporate Links 

Brock Shores Financial

Timothy Ross & Associates:

Peak Investment Services :

Brock Shores Planning Corp :


Founder Links

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#Herbal Moments

#Fungi Fun


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"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

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. " ~ Timothy Ross

Have a Blessed Day! TLR

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It's Too Expensive

This brings me to a myth I hear all the time about insurance.

"It's too expensive."

No, it is not.

Here's what an insurance policy does for your clients:

1. It diversifies their wealth. This might be the only remaining free lunch out there.

2. It optimizes their wealth by reducing long-term taxes, as insurance policies are tax-exempt.

3. It shifts risk away from families at a low cost to someone willing to take on that risk.

4. It makes the estate planning process easier for your beneficiaries. Life insurance policies pay out expediently to the heirs, bypassing the estating process, which means less hassle and faster money.

These are all enormous benefits to our clients.

"If you present insurance positively and showcase its benefits, you will find clients will stop seeing insurance as a cost and treat it as an asset. It is well priced and has massive value for my family. "

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FSCO update Insurance Regulations



Reviewed the guidebook today. Fairly good common sense, communication. Take care of clients needs. Due diligence and go the second mile to ensure clients understand what they have and what their options are. 


Click on the link above for the full guidance report. 


A couple things I would like our firm to get better at is letting clients know the broad range of products we have available. Travel insurance, health benefits and hospitalization insurance come to mind. 

Tim Ross, Founder Brock Shores Financial


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