tax advisor (2)

Employment Impact TRA-BSF since 1988

Going through the payroll process this season, I was able to reflect on those lives that we have had an impact on our payroll, for fun I started remembering everyone and expanded the list to include other relevant parties. Over time people change, companies change, life accumulates. ~ TLR

 Employee's & SubContractors  39 since 1988

Tammy, Heather, Megan, Michael, Katina, April, Adonica, Leigh, Mikayla ,Dean, Rebecca, Tina, Melanie, Sue, Cassandra, Cody, Andrew, Rodger, Neil, Brandon ,Leonard, Charly, Lisa, Stepheny, Tim, Peter, Mike, Don, Isaiah, Stan, Bob, Geo, Ron, Natasha, Douglas, Luke, Derek, Alex, Wayne, Brenda

Investment Dealers

Professional Investments, Peak Investment Services

Insurance Dealers

Professional Insurance, Cartier Partners, Financial Horizons

Insurance Companies

Ivari(Transamerica) Manulife (Commercial Union), Empire Life, Canada Protection Plan (Forestors), Canada Life, Equitable Life, Standard Life, Travellers, Best Doctors, RBC

Branch Offices

Professional Investments Belleville, Brockville,  Nav Group Trenton

Investment Companies

Invesco ( Trimark, AIM), NEI ( North West, Oceanrock, Meritas ), CI, Tempelton, Vengrowth, Covington, Tricycle, Standard Life, AIC, Manulife, Sprott, Mackenzie, RBC, Dynamic, Criterion, Medical Discovery, Bridgehouse, Empire Life, ING, Fidelity, Growth Works, AGF, Mineral Fields, Sprott, O'Leary, Elliott & Page, Gaurdian, First Ontario, Clarington, Triax, Talvest

Tax Collection Agencies, Canada Revenue Agency, Her Majesty The Queen as Represented by the Minister of National Revenue,  Uncle Sam for the United States of America 

Regulatory Bodies

FISCO,MFDA,OSC (Ontario,BC,NB) , CRA

Professional & Community Organizations

RIA,Advois,IFB,BCOC,BCC,ACC,CFIB,CAIFA,CFIB,Kiwanis,Rotary,CSA,CARP,CC,EFILE-AC,GBAS,BAFB,PPC,CPC,NB,BHS,FF,4-H,BIC-1862,

 

Reflecting on all of this, I am reminded of the beauty of business quote that I penned many years ago. I will post that below these guiding principals.

 4-H teaches us to, "Learn To Do By Doing", with your Head, Heart, Health, and Hands

 

The Mountain teaches and demands  "One Step At A Time"

 

Business embraced "Where Client Goals Become Our Goals"

 

Investments reminds us to be the "Guardians of Your Family's Wealth"

 

Nick Murray taught and reminded us of the Mission, "Helping Families Achieve Major Goals" , the rest is commentary

 

Our Vision was to provide "Omega Stewardship" , the People and our Core Values made that possible

 

Business evolved into "The Family Office"

 

Brock Shores Financial focused us on "Improving Futures"

 

Covid reminded us "Your Advisor Cares"

 

Timothy L. Ross, Family Advisor, since 1988, CEO, Founder Brock Shores Financial , Timothy Ross & Associates

Chief Weekend Warrior for every other crazy thing I do!

 "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. "

8536526501?profile=RESIZE_710x

In case your compliance cruising, full stop, see, read, digest disclosure  

https://improvingfutures.ning.com/blog/peak-dealership-representative-disclosure

READ THE FINE PRINT

Member of the Ship's Company , Bytowne Brigantine's Tall Ship Sail Training Program Adventures

8536532256?profile=RESIZE_710x

Read more…

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. 

3660513495?profile=RESIZE_710x

 

 

Read more…