peak - Blog - Brock Shores Financial #ImprovingFutures

Peak Press 2021

Posted by Timothy Ross on January 21, 2021 at 8:21pm

LaPresse_PEAK now targets $20 billion in assets under management_translation by DeepL.pdf

http://docs.peakgroup.com/news_letter/Documents/2021/01-janvier/LaPresse_PEAK%20now%20targets%20%2420%20billion%20in%20assets%20under%20management_translation%20by%20DeepL.pdf

https://www.lapresse.ca/affaires/2021-01-16/gestion-de-patrimoine/peak-vise-maintenant-20-milliards-de-dollars-d-actif-sous-gestion.php

Peak Stands Out

Posted by Timothy Ross on December 10, 2020 at 9:42pm

THANK YOU TO ALL OUR EMPLOYEES!

PEAK EARNS THE BEST EMPLOYER IN CANADA AWARD

We are extremely pleased to announce that PEAK has earned the prestigious Kincentric Best Employer in Canada award. Only 20 other Canadian companies have qualified for this title in 2020!

This is great news, especially in this pandemic year, when all our employees are at home and we have had to reinvent the way we work. This recognition is especially important to us because it shows their strong appreciation of the company while adjusting to the reality of the pandemic.

Kincentric (formerly Aon) recognizes leading employers with the Best Employer award. Ranking is based on a vast, confidential survey across companies everywhere in Canada.

Thanks again to all our employees! Their appreciation shows how much you, the PEAK network advisors, can count on a solid organization to serve your clients.

PEAK STOOD OUT in Leadership, Employee Engagement, Talent Focus

https://www.peakgroup.com/en/

PEAK Disclosure - Click to Find Out Why We Stand Out

PEAK Dealership - Representative Disclosure

Posted by Timothy Ross on October 9, 2019 at 6:48am

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

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Have a Blessed Day! "People influence People”