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Coffee Pleasures

I gave coffee up when I got COVID leading up to Christmas 2021, been tempted to indulge since, I do miss the social aspect , and the little rush. Drinking Chaga tea mainly now helps my immunity goals stay charged up. My water business Natures Energy Water Corporation makes a cold brew coffee with maple and birch water right from our trees, it's like drinking desert, it's truly amazing, delightful, Simply Delicious, have a couple omega 3 eggs on the side and you have felt like you had a quick trip to heaven, with the knowledge that you probably get to stay on Earth a little longer. Simply Refeshing

PS, always check out our comment section for lots of extra valuable resources that get posted going forward on the topic, also use the search bar for topic tags 

TLR

 

 

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Johanne Brennan

Planning Associate

Brock Shores Planning Corp.

brockshorescorp@gmail.com

johanne@timothyross.com

http://www.BrockShoresPlanningCorp.ca/

http://www.ImprovingFutures.ca/

Brock Shores Financial,  Family Office Providing Omega Stewardship ©

613-345-0016 Head Office

613-345-5231 Fax

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 and delete the file from your system. Thank you for your assistance.

 

Google Update

https://posts.gle/ScMFbH

"Brock Shores Financial is growing again! We are thrilled to announce another addition to our Family Team January 2023. Associate Planner, Johanne Brennan joined Brock Shores Planning Corp. Johanne brings her exceptional business acumen, extensive insurance industry experience and lovely client relationship skills to us. Johanne’s mission is to enhance and help us provide additional financial planning services for our exceptional clients. Our vision is to help our clients embrace planning for their personal financial goals, support our business clients with their ongoing business enterprises, assist those embarking on new ventures and help all with their estate planning objectives."

10949723080?profile=RESIZE_710x

https://www.executivecoaches.ca/inspiringleaders/e085-thaw-your-frozen-feet-with-johanne-brennan

https://www.amazon.ca/How-Thaw-Your-Frozen-Feet-ebook/dp/B07PVL3HY6

 Reader's Corner with Doreen Barnes YourTV https://www.facebook.com/watch/?v=315240222472948

 

Corporate Links 

Brock Shores Financial https://www.facebook.com/improvingfutures

Timothy Ross & Associates: https://www.facebook.com/TimothyRossAssociates/

Peak Investment Services : https://www.facebook.com/profile.php?id=100068640032385

Brock Shores Planning Corp : https://www.facebook.com/profile.php?id=100089499457269

 

Founder Links

https://www.linkedin.com/in/omegastewardship/

https://twitter.com/OmegaSteward

 https://www.facebook.com/omegastewardship

 https://www.facebook.com/newbetheadventure/

#Kitchen Moments https://www.facebook.com/profile.php?id=100088817142433

https://www.facebook.com/YourBladeOfGrass/

https://www.facebook.com/naturesenergywater/

https://www.facebook.com/CanadianFlagEducationCentre/

#Herbal Moments https://www.facebook.com/groups/641210264418792

#Fungi Fun https://www.facebook.com/groups/fungifun

 

 

PS: We welcome your Google Review, please  click on this link  https://g.page/r/CXYJPvedYlz0EBI/review

 

Be sure and register to keep track of  your credit bureau, we use Borrowell for this free service

https://improvingfutures.ning.com/blog/free-credit-check-borrowell

 

Timothy Ross, Family Advisor, CEO & Founder, Brock Shores Financial

Mutual Funds offered through PEAK Investment Services Inc.

Life & Travel,Insurance, Seg Funds & Banking offered through Financial Horizons Group


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 heather@timothyross.com

Office Assistant: Tammy Abrams  assistant@timothyross.com


​Office Manager: Megan Ross megan@timothyross.com

Income Tax Associate: Kelly Potvin kelly@timothyross.com

Bookkeeping Associate:  Becky Eamon  becky@timothyross.com

Brock Shores Planning Corp: Planning Associate, Johanne Brennan johanne@timothyross.com  brockshoresplanningcorp@gmail.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 

Legacy Site: www.TimothyRoss.com 

View our Blog: #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
​Paul Harris Fellow

 

 PEAK Disclosure - Click here for Lots of Good Stuff

We value your business, please also leave a review on our Bark profile

Leave your Review Here & Check Others


Have a Blessed Day! "People influence People”

Access Your Peak Accounts www.YourAdvisorCares.ca

Inspiration: www.YourAdvisorCares.com

 

 

Family Office Team Links

https://improvingfutures.ning.com/blog/brock-shores-planning-corp-vp-planning-johanne-brennan

https://improvingfutures.ning.com/blog/megan-ross-client-and-business-support-services

https://improvingfutures.ning.com/blog/timothy-ross-family-advisor-ceo-founder-brock-shores-financial

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Work Vehicle Tax Tips

FAQ

>
>
> -----Original Message-----
> Sent: Monday, January 16, 2023 6:23 AM
> To: Timothy Ross <advisor@timothyross.com>
> Subject: Business Vehicle?
>
> Hi Tim,
>
> We are currently in the process of buying a new vehicle. It will be
> used for our business as well as personal use. Business wise, to pick
> up smaller materials or tools, driving to estimates where ladders are
> not required, etc.
>
> My question is this: what parameters would need to be met for us to be
> able to make the vehicle payments and fuel a business expense & make
> sure everything is being written up by the book?

> On Jan 16, 2023, at 6:50 AM, advisor@timothyross.com wrote:
>
> Good morning and Happy New Year !
>
> For vehicles with mixed use, you need to keep a log book to track
> personal vs business. You keep track of all expenses, then we do a
> calculation at year end to determine how much is deductible.
>
> The truck can be owned personally or by the business. Check with your
> insurance company for coverage, also financing can be an issue,
> company credit is sometimes harder to get than personal, especially in
> a companies early start-up stages.
>
>
> If the truck is owned personally, you also have the option of charging
> the business by the km for the usage.
>
> It's 59 cents per km in 2023
> https://www.canada.ca/en/revenue-agency/corporate/about-canada-revenue -agency-cra/travel-directive/appendix-a-cra-kilometric-rates-jan-2023.html
>
> With that option you don't have to track expenses as diligently,
> however it is a good policy to know what your spending. Depending on
> usage, the best option can be selected later, the important thing is
> to track and log the usage.
>
> That should cover the basics on this.
>
> There is always a number of special twists and turns on this item.
> Please check out the official CRA link below.
> https://www.canada.ca/en/revenue-agency/services/tax/businesses/small- businesses-self-employed-income/business-income-tax-reporting/business-expenses/motor-vehicle-expenses.html
>
> One other note, vehicle value is a consideration, the more expenses
> vehicles are sometimes restricted in how much can be deducted for
> depreciation purposes. The limit for 2022 was 30,000 plus tax.. Also
> there is a special accelerated depreciation rate effective June 2022 which is beneficial .
>
> This sounds like a car or suv, I would not put them in the company
> personally, less critical review by CRA, if it's a truck, then inside
> a corporation makes sense, and would help get around the valuation
> rule easier.
>
> I hope that helps. Once you get the purchase done, please send us the
> purchase and loan info for our tax files.
>
> One finally thought, there is a few online vehicle tracking software
> that you could invest in to help keep track of trips. The one I use is
> Mile IQ https://mileiq.com/
>
> Tim

***

Wow, thank you so much. This was really helpful.

It is an SUV so I think based on the info and your insight, it might be best for us to finance personally. I will continue to look into it and get all the appropriate forms to you once we have them.

Thank you again - this was so helpful! Happy new year to you as well!

All the best !

 

****

NOTE: please always check the comment section for additional resources that we may post down their later on this topic. ~ TLR

 

PS: We welcome your Google Review, please  click on this link  https://g.page/r/CXYJPvedYlz0EBI/review

 

Be sure and register to keep track of  your credit bureau, we use Borrowell for this free service https://improvingfutures.ning.com/blog/free-credit-check-borrowell

 

Timothy Ross, Family Advisor, CEO & Founder, Brock Shores Financial

Mutual Funds offered through PEAK Investment Services Inc.

Life & Travel,Insurance, Seg Funds & Banking offered through Financial Horizons Group

​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.  Please feel free to share our contact info below with those who may benefit from our services. 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 heather@timothyross.com

Office Assistant: Tammy Abrams  assistant@timothyross.com
​Office Manager: Megan Ross megan@timothyross.com

Income Tax Associate: Kelly Potvin kelly@timothyross.com

Bookkeeping Associate:  Becky Eamon  becky@timothyross.com

Planning Associate Brock Shores Planning Corp:

Johanne Brennan johanne@timothyross.com  613-329-2310

 

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 

View our Blog: #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
​Paul Harris Fellow

 

PEAK Disclosure - Click here for Lots of Good Stuff

We value your business, please leave a review on our Bark profile

Leave your Review Here & Check Others
​ ​Have a Blessed Day! "People influence People”

Access Your Peak Accounts www.YourAdvisorCares.ca

Inspiration: www.YourAdvisorCares.com

 

 

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Deep Thoughts NH

After the release of Think and Grow Rich, Hill began writing Outwitting the Devilas an explanation of why some were still seeing failure after following all of the steps in Think and Grow Rich. His wife, Annie Lou, did not want the book published because of the role the Devil played in it. When Hill died in 1970, the manuscript went into the possession of Annie Lou, who died in 1984. After her death, the manuscript went into the hands of Dr. Charles Johnson, who was Annie Lou’s nephew and president of the Napoleon Hill Foundation. While Dr. Johnson believed the book’s message to be powerful, his wife, Frankie Johnson, shared Annie Lou’s feelings and told Dr. Johnson that she did not want the manuscript published while she was alive. After Frankie’s death, Dr. Johnson passed the manuscript to Don Green, CEO of the Napoleon Hill Foundation. Sharon Lechter was then asked to edit the manuscript, and after several years of annotations and reviews, it was released in June, 2011.

 

https://youtu.be/05oyndJcXBM

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Start Your Budget

Please click on this link and start preparing your first budget, don't worry that you do not know all the info, or have time to finish it all.

You can get started,  save it, revist it, share it with your partner, our planners and you can update it as you get more information or more accurate information.

It is a very handy, accurate and intuitive tool.

The reports are easy to read and can give you insight into how you are doing compared to other Canadian's.  

Let's get started now, click below ~ TLR 

https://itools-ioutils.fcac-acfc.gc.ca/BP-PB/budget-planner

 

For other budgeting items, do a search  budgeting  budget 

https://improvingfutures.ning.com/main/search/search?q=budgeting

https://improvingfutures.ning.com/main/search/search?q=budget

Always check out the comment secton for additional resources

 

https://improvingfutures.ning.com/blog/list/tag/budgeting

https://improvingfutures.ning.com/blog/list/tag/budget

 

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Prayer Canada Event Feb 11 2023

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Celebrating 45 Years!!!

 

 

Prayer Canada Dinner– Saturday, February 11th, 2023


Greetings in the Name of the LORD:

Registration begins at 11:00 a.m. and Dinner is served at 12:00 Noon

 

 

New Location: The Salvation Army Brockville Community Church, 175 First Avenue, Brockville, Ontario, K6V 5W1.


Menu as follows: BBQ Chicken, Mashed Potatoes, Vegetables, with Gravy, Dinner Roll, Coffee, Tea, Punch, and Water, HomeMade Pies, Assorted Goodies.

Tickets will be sold in Advance: $20.00 per person. Tickets MUST be purchased no later than February 3rd. A Free Will Offering Will Be Taken.

 

Please RSVP on or before February 3rd, 2023 via telephone at: 613-345-2901 or 613-246-3262 (Reservation) .You may also confirm via e-mail at: faye.prayercanada@gmail.com

Guest Speaker: Rev. Kelvin Beckstead

Please make cheques and money orders payable to: Prayer Canada. Do not send cash in the mail. We accept e-Transfers for your convenience. e-Transfer: prayer@prayercanada.org. This is a fundraiser for Prayer Canada! To Promote Prayer Across Canada!

Music will be provided by Local Artists.

There will be draws for door prizes.

Directions: Take 401 to Brockville. Exit at 698 North Augusta. Turn Right, continue on North Augusta Rd till you go through one set of lights, go over an overpass (Train Track), take your first left Broadway Ave., then turn left on First Ave. Salvation Army Church!





Yours in Christ,

Reverend Kelvin Beckstead
President/Chairman
Prayer Canada

613-345-2901 or 613-246-3262

P.S.: Anyone interested in having a Prayer Canada Breakfast, Luncheon or Dinner in their area, please contact me for further details.

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2023 starts

a great email from relationship author... enjoy... 

 

Shall We Begin

The new year brings a desire for structure. A fresh calendar, a clean grid ready to be populated with plans and promises. In this first month, we aim to wrangle all eleven months that will follow. This year, we will plan more trips. We will keep a cleaner house. We will work on our minds, bodies, and spirits. We will get in shape. We won’t make the same mistakes. We will spend more quality time with loved ones. We will manage our money better. We will be happier, healthier, better.

Just last week, were we not kicking ourselves for overindulging on holiday food? Were we not lamenting how little we got done at the end of the year or, conversely, how little we allowed ourselves to do nothing? Every year we engage in this swing from December self-flagellation to January hyper-motivation. And I can’t be the only one whose best laid plans wither by February. Are our outsized expectations—and our sharp left turn to kick them off when the clock strikes midnight—preventing the sustainability required to make lasting change?

A more practical new year’s resolution? Find balance between structures that ground and motivate us and guilt-free spontaneity which allows us to take risks, explore, and yes, occasionally overindulge in life’s pleasures. I often speak of our dualistic needs for security and freedom, safety and adventure. But even I have to remind myself of what that looks like in practice when every article and ad is pushing “new year, new you”gym memberships, to-do list apps, and courses which promise life-changing results in eight perfectly-organized modules.

It’s not just the new year that makes it hard to remember the importance of balancing structure and spontaneity. Any time the pressure’s on, we are so quick to forget the fundamentals. We all know, for instance, that balancing predictability and newness is essential for children. It’s how they learn, grow, and make connections. But when adults come to my office or on my podcasts to discuss relational challenges, work problems, friendship fallouts, and more, inevitably they either have no clue where to start or think they already have all the answers. To them, I introduce a loose equation: 

  • too little structure = high chaos
  • too much structure = rigidity
  • too much spontaneity = dysregulation
  • too little spontaneity = fossilization and deadness 

I observe these imbalances in so many contexts. Think of your romantic relationships. Relationships that are all structure and no spontaneity leave little room for mystery or happenstance, erotic qualities that are essential to aliveness and energy between partners. All spontaneity and no structure, on the other hand—no titles or concrete plans—can leave us anxious. Think of your friendships. Old friends remind us of who we’ve been. New friends remind us of who we can be. Think of a company.Businesses need structure and spontaneity, too. They need legacy, accountability, and boundaries, as much as they need flexibility, creativity, and innovation. 

Now think of this new year. You don’t have to throw everything old away. You don’t have to focus entirely on the new. The uncertainty of the year ahead doesn’t have to unravel you. Trying to constantly control the unknown won’t make it better. Resolve instead to ground into what is real for you now and to uplift yourself by the still unclear possibilities for your future. Yes, you need some discipline, but you also need to let go a bit. And if a little extra control is what you really want this new year—if you find yourself entirely unable to stop planning every detail—at least promise me that you will plan to have some fun. 

Let’s Turn the Lens on You 

  • What are your associations with the “new year”? 
  • Does the promise of new beginnings motivate you? 
  • Does the conclusion of the previous year stress you out? 
  • Do you prefer to bring in the new year dancing with others or in quiet contemplation with yourself? Why?
  • What area of your life could use more structure? 
  • What area of your life could use more spontaneity? 

More From Esther

“4 Practices for Hopefulness in the New Year” / a recent article
“Hope is the alchemy that turns a life around,” says psychotherapist and grief expert Julia Samuel. “It isn’t just a feeling; it is a realistic plan—and a plan B supported by the belief that you can make it happen.” The challenge, of course, is actually doing the plan. Read more to learn how.

“Rituals & Routines” / a newsletter
Routines are concrete repetitive actions that help us develop skills while creating continuity and order. Rituals are routines elevated by creativity, driven by intention, and imbued with meaning. Together, routines and rituals help us through life’s big changes, including the transition from one year into the next.

“The Last Time I Felt Free…” / a newsletter
How do you define freedom? When do you experience it? How has the pursuit of freedom informed your decisions? ‍In this exploration of freedom, we look at what the answers to these questions all seem to have in common. 

Read more…

Trump Taxes

Wow, there is a lot there ! Click on the PDF below and you can download the 1+Gigabite of data for your own review. This husband  and wife are well diversified. If you think your taxes are complicated, there not. Compared to his, they ar probably very simple. However, reveiwing his returns can give you many perspectives on the challanges of being in business, the role of diversification and many others valuable insights. 

 

“I predict that Donald Trump’s tax returns are going to show that he made a lot of money, but didn’t pay a lot of taxes because he took advantage of all of the loopholes in the tax laws passed by the very people who are releasing his tax returns,” Stone wrote. “This makes him smart, not dumb.”

The tax returns do, indeed, support that view.

Trump Tax Return Details

The documents (pdf) indicate that Trump’s businesses at times reported significant losses on tax returns, which can be used to offset tax liabilities.

 

Trump’s Tax Returns Contain a Major Revelation (theepochtimes.com)

https://www.theepochtimes.com/trump-tax-returns-released-show-he-and-wife-melania-had-negative-income-in-4-of-6-years_4953311.html?utm_content=buffere7f5c&utm_medium=Social&utm_source=linkedin&utm_campaign=etlinkedin

 

 

 

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Health Care Sand Box

this is good reflecting , one could stay up all night and not say this as well as Tony , enjoy .... ( a always cheeck out the comment section for future related insight ! ~ TLR

(8) Tony Chapman | LinkedIn

Tony Chapman• 1stHost of Chatter that Matters - Radio Show and Podcast, Conference Speaker and Host.
16m • Edited • 16 minutes ago
 
Is our healthcare a matter of life or death? Canada spends more than $300 billion annually on health care or about 13% of our GDP – the second highest among OECD countries.

With an aging and retiring population, healthcare expenses in Canada are estimated to increase far faster than revenues.

Provinces are demanding more financial support from the Federal Government to increase its share of provincial-territorial healthcare costs from 22% to 35% to $28 billion annually. They also demand increased Canada Health Transfer (CHT) payments without stipulations, arguing they’re best placed to determine how to allocate any new funding.

Here is a sober thought. Imagine that Canada and the Provinces couldn't continue borrowing more each year. What would we do? Would we let health care collapse under increased demands, or would we make bold moves?

I would look at the following:

1)Do we have too many handlers handling healthcare?

The chart I have attached is an eye-soar. It also indicates how much we spend on our Federal and Provincial bureaucracy and whether 13 Provinces and Territories, each managing their own healthcare, makes sense.

2)Is Healthcare becoming the panacea for winning votes?

Healthcare is a growing tension point with voters. Governments promise more - pharmacare, dental care, mental health care, long-term care and primary care to ease the friction.

3)Are we focusing on accountability and efficiencies?

Are we obsessed with getting more health care for less or accepting less healthcare with more? Are our major infrastructure projects being delivered on time and to budget?

4)Should we consider a hybrid model where the wealthy can access private healthcare but, in doing so, benefit all others?

5)Should we reallocate our budgets? If universal healthcare is priority one and continues to cost more, and we can't borrow more, what will we give up?

6)Should we pay more taxes?

7)Should we have a quota system? Units of healthcare to be valued and invested wisely?

8)What role can technology and AI play in the home and virtual diagnostics to streamline only those patients who genuinely need access to healthcare?

9)What role can the pharmacy play as the neighbourhood hub for diagnostics and administration of primary healthcare?

My belief: Proactive versus reactive. We must assume that we will run out of borrowing capacity. In doing so, we free our minds to solve the growing demand for healthcare by putting the patient at the centre and driving efficiencies and bold thinking from the stethoscope back.

I have a podcast where I chat with inspirational people. If you want to hear a fantastic interview and ideas on how to save our healthcare system, my chat with Alika Lafontaine, President of the Canadian Medical Association, is worth a listen:

https://lnkd.in/grWp4q8S


#chatterthatmatters #canada #healthcare #newyear2023 #health
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4 Day Work Week

A noble goal to only be working 4 days a week. 

We have set our office hours to be open Monday through Thursday when we are not in the heart of tax season.  We have been doing this for several years now. It works for our team. When ever I start finding I can't get everything done we start looking for a new team member. It's not a perfect solution, I would love a 3 day a week work week, however this has helped us grow and take better care of our clients. Team member can book personal stuff on their days off so that helps everyone focus when they are in. 

Personally I monitor usually everyday, as the owner, I rely on my team at Brock Shores Financial to serve our clients, to show up , to look for opportunities to bring value to our clients and to our company. 

My plan for this post is to accumulate info on the 4 day model, hopefully this resource will inspire, encourage and help reach this noble goal for others and ourselves.

 

https://www.youneedabudget.com/careers/

 

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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.

https://www.guelphagriculturalmanagement.com/#whyjoin

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.

Thanks
Tim







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
advisor@timothyross.com

Executive Assistant: Heather Kiley heather@timothyross.com


Office Assistant: Tammy Abrams assistant@timothyross.com

Office Manager: Megan Ross megan@timothyross.com

Bookkeeping Associate: Becky Eamon becky@timothyross.com
Tax Associate: Kelly Potvin kelly@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

 

*****

 

 

Read more…

Freedom Collections

Here is a link to the book for the 12 Days of Christmas, POEC edition, enjoy

Download your free electronic copy here: https://theccf.ca/12daysofPOEC/

 

https://www.youtube.com/watch?v=NwUUlxVsUjo&list=PLhhVyaUmOQuoQrYvi_Tdg8CPbiDAj03AL&index=82

 

Merry Christmas CCF Friends!

This holiday season I wanted to give you something special... a free book!

I've written a book about the craziest things we learned at the Public Order Emergency Commission #POEC, the inquiry looking into the Freedom Convoy and government's use of the Emergencies Act.

Download your free electronic copy here: https://theccf.ca/12daysofPOEC/

The book is called “The 12 Days of Christmas: Public Order Emergency Commission Edition”. I hope you enjoy it as much as we enjoyed putting it together.

If you want to see our playlist of videos from the Inquiry, check it out here: https://www.youtube.com/playlist?list...

Merry Christmas!
- Christine and your friends at the CCF

PS: if you want to support our work, you can make a tax deductible charitable donation at theCCF.ca/donate

 

 

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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: https://lnkd.in/ev2UVxG9


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.
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Registration $99
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for professional Advisors only.
Membership Information: https://lnkd.in/g4fQcbE

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Titles

https://www.advisor.ca/news/industry-news/will-the-new-sro-shake-up-title-protection-in-ontario/

 

https://www.fsrao.ca/industry/financial-planners-and-financial-advisors/approved-credentialing-bodies-and-credentials

 

My official title I belive is  "Mutual Fund Sales Person"

There is so much more in that title than a catchy distinguished name. Experience, On Going Education, Licencing, Regulation, Awareness, Multiple Displines, People Skills,  Core Value, Mission and Vision to name a few.  Bottom line i the investent world, we are mutual fund sales people. In the life business we are life insurance sales people and segregated fund sales people, etc.

 

I have my own brand description, it covers what we envision is best for us and our clients ~TLR

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