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
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
Have a Blessed Day! "People influence People”
Additional Business - Organizations - Community Relationships
MFDA-OSC Canadian Security National Registration - Timothy Ross
Timothy Ross - FSCO Life Insurance Registration
Life Insurance MGA Link - Financial Horizons Group
Advocis - Financial Advisors Association of Canada - Timothy Ross
Linked In Connection - Timothy Ross
Facebook - Brock Shores Financial - #ImprovingFutures
Facebook - Timothy Ross & Associates
Responsible Investing RIA - Timothy Ross
BSF - Member Brockville Chamber of Commerce
Our Online Radio Channel - This is a Foot Ball
YouTube- Omega Stewardship Channel
The Twitter Catch All
PEAK Privacy Policy
EXPLORE for Pleasure, Profit, Purpose
www.YourAdvisorCares.ca #YourAdvisorCares www.YourAdvisorCares.com