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PEAK Dealership - Representative Disclosure

PEAK Dealership - Representative Disclosure

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 

 

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