succession (3)

Farm Management & Succession Sand Box

Thanks for landing here, please check out the comment sections as I will be posting resurces there as they come at me. This sandbox will focus on farm management and farm succession resources. 


To kick this off, there is a course offered by University of Guelph that requires an investment of your time, there is a lot of good resources there, gets you thinking and hopefuly has soe good ideas to help make your farm more profitable, more enjoyable and get you inspired a bit. I completed the course this fall and found it useful and reminded me of my New Liskerad College of Agricuture Days. I graduated from there in 1984. The Dean , what is his name, it escapes me at the moment, thats not like me to forget a name, it will come to me. Anyway, Earl Pollock was on of my teachers , Allen Francis , he came from Renfrew and he retired there. 


Here is my  Christmas email


Merry Christmas ! wishing you and your family all the best this holiday season.

I meant to send this info earlier, and since I am doing some browsing, I thought you might benefit from this course that I took earlier this year. It's a free course that is packed with a lot of good info that is easy to get through and has some good business lessons in it.

The course opens up Jan 9th and one can get on the wait list by registering now.

This is a good course that you and your successors could benefit from.

I am thinking it might spark the succession conversations that should be happening.

I am going to retake the course, the price is right and sometimes we need to hear the message over and over again to glean all the benefits.


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

Executive Assistant: Heather Kiley

Office Assistant: Tammy Abrams

Office Manager: Megan Ross

Bookkeeping Associate: Becky Eamon
Tax Associate: Kelly Potvin

Mission - Vision – Core Values

“Serving our clients and community since 1988”


* One Stop Process Driven Approach for Retirement & Income Planning

* Personalized Tax Management Solutions for Individuals & Business Owners

* Confidential Wealth Management Solutions #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

Member of Advocis, The Financial Advisors Association of Canada
Member of IFB,
Independent Financial Brokers of Canada

Member of RIA





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The Last Act

Kicking  off the New Year with some professional Updates 

With the Estate Planning Council of Canada

bringing together unique and engaging educational sessions showcasing the benefits of infusing best practices from the many domains of Estate Planning.

Information / Registration:

1. The Last Act - Closing the Book on Your Finances

Kimberley Short, CIM, CFP, FCSI, MFA-P, TEP and Larry Short, CPA, CGA, CIM, CFP® Short, CPA, CGA, CIM, CFP will present their new book “The Last Act” (commissioned by CPA Canada Financial Literacy Committee) and how it can help you help your clients overcome their procrastination. Many prospective clients are intimidated by industry jargon and view estate planning as an enormous project that is never urgent. The book is an easy read to educate them to understand and appreciate your specific expertise, the need for immediate action, and empower them with just enough knowledge so that they are not intimidated. The book is that soft intro you can use to help clients overcome their hesitation and make 2023 the year they get their act together. And it’s a great way for you to launch 2023 to make it your best year ever.

2 •  Power of Attorney Review (Personal~Health~Property) 
Raphael T., LL.B, MBA, Partner and head of Gowling WLG Private Client Services group in Vancouver and Toronto.

3 • Eight Steps To Succession Success for a Family Business 
Chris Delaney LL.B TEP FEA Delaney, LL.B, TEP, FEA - Keynote Speaker, Family Business Consultant, Business Succession Advisor, Intergenerational Family Wealth Consultant, Author, Podcaster

4 • Near Death Decisions & Deathbed Wills 
Justin de Vries, Principal at de VRIES LITIGATION LLP
Justin has chaired and lectured at various continuing legal education programs regarding estate, trust and capacity matters.  Justin has both mediated and arbitrated disputes and appeared before all levels of the Ontario Court, the Federal Court, and litigated Supreme Court of Canada leave applications.  

5 • Adding Value to Your Estate Planning Practice 
Li Zhang, Join CPA Canada as they talk about their award-winning financial literacy program, how to get involved with their Community Connect program, and utilizing their library of resources that can enrich your practice and add value to your clients. 
Who Should Attend?
Lawyers, Accountants, Financial Planners and Insurance Advisors, Trust Officers, Philanthropy Advisors and other professionals who want to help clients create more meaningful, more positive, and more effective plans. 
3.0 continuing professional education credits for the five sessions accredited by the BC Law Society and CFP and MFDA. Credit with other governing bodies is yet to be determined.
Registration $99
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for professional Advisors only.
Membership Information:

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