All Posts (506)

Sort by

Smart People Check List

Smart people:

1 change their mind*
2 read more
3 write more...
4 talk less, but say more
5 stay teachable
6 show gratitude
7 ask lots of questions
8 work on problems longer
9 when stuck, ask for help
10 have smarter friends
11 seek feedback
12 make mistakes

*this list will change

Source of this little check list, Rana Chauhan

one of our Portfolio Investment Professionals 

Rana helps advisor "Face The Fear" that the media perpetrates every day and keeps things positive and apply wisdom to the events that happen day in day out, watching trends, very educational and thoughtful insight.

Favorite Quote # There's never a wrong time to do the right thing - the hardest thing is figuring out what is the right thing - Rana

http://www.chauhan.ca/rana-chauhan

Read more…

Courage to Change

Some opening thoughts the day after I got things started to make the change to create Brock Shores Financial and transition my business for the future 

Courage to change, to take another step forward to improve the future of Timothy Ross & Associates as I approach 30 years of service. My goal as the founder of Brock Shores Financial is to build on this foundation> Looking forward to being able to bring additional value to our associates, advocates, clients, customers, prospects, my growing team and our beautiful dynamic community that is rowing together, building bridges to the future, striving, facing the challenges ahead and improving the future. Brock Shores Financial is being birthed and nurtured so I can continue to make a difference, now and for the future, to build on this solid foundation and so we can become all we can be for the future.

#ImprovingFutures

Timothy Ross, Family Advisor ®, CEO & Founder, Brock Shores Financial Corp , formally Timothy Ross & Associates , since 1988, Family Office providing Omega Stewardship ®

Read more…

OMEGA STEWARDSHIP ®

I am often asked what is Omega Stewardship ® ? 

There is a number of trademarks that I have created since starting the business back in 1988. They represent the idea that we can somehow condense what we do in a few words. The goal is that it helps people understand what we do quickly and to the point. It's an incredible idea to think one can do that, considering everything that we do. This process is certainly not unique to our business, and for business owners, employee's, volunteers of charities etc it's a great process to go through. 

I will tackle each of these as I move forward with the site and explain a little about the history and back story behind some of these words that we use to describe what we do and what we want to see , our vision, mission, and core values.

Omega Stewardship ® is one of the trademarks that I created over the years. It is a process that uses industries best practices and is a mind set of continual improvement. In it's simplest form it describes our process of what we want to accomplish, the value that we want to bring and some of the principals that we want to apply and accomplish  in all our activities of service to our clients at Brock Shores Financial. The three lines below covers the main goals that I feel will help towards the mission of #ImprovingFutures

Timothy Ross, CEO & Founder, Brock Shores Financial #ImprovingFutures

Family Office providing OMEGA STEWARDSHIP ®

* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions

"Helping Families Achieve ... Life's Major Goals"®

"Where Client Goals Become Our Goals" ®

Tax and Consulting Services in Association with Timothy Ross & Associates www.TimothyRoss.com
Family Office providing Insurance Products in Association with Financial Horizons Group www.financialhorizons.com/our-story
Family Office providing Mutual Funds in Association with Professional Investments (Kingston) Inc. www.pro-invest.ca

www.BrockShoresFinancial.ca

#ImprovingFutures

Read more…

Full Circle

Well, It's Nov 19th, 2017 a Sunday morning and I'm back on the Ning Network relearning about this community platform. I first used this platform about 8 years ago. I had setup omegastewarship.ning.com for my business and govern.ning.com when I ran for Council in Elizabethtown. I'm kind frugal and I was enjoying the benefits of their free site and then they changed, I wasn't big enough to have the paying ones, so when they changed I was not too happy, I did subscribe for awhile, however in those days, Facebook was just getting going and that was free, and I also had a few blogs on the Blog.ca site which was a small annual fee. I made a decision to abandon the Ning site, I had multiple options which seemed to be very cost effective, so made a decision to do so. Now, here I am "Full Circle".

Right away, I am impressed, and remember how simple and flowing this platform was. So, first five minutes, I'm signed up,  I'm engaged and feeling good about this decision. 

As I am doing this first blog, I am thinking a variety of thoughts. One of the things I would like to do is setup business's and all the little things that are required to do so, I'm very good at it. I think it is a marketable value added service and have had some good success helping others get going with their ideas. So, I'm going to add a few tips along the way which can help anyone launch that great idea on a good foundation. If your just starting out or wanting to rebrand your business or change the structure, you will be able to seek our Family Office here at Brock Shores Financial and we will be able to support your dream. 

Well I better stop, and go for a walkabout ad get some fresh air and enjoy the fresh snow that is falling, make some tracks.

Have a blessed day

Timothy Ross, CEO & Founder, Brock Shores Financial  #ImprovingFutures

PS: leave some comments, tips of your own, links that helped you, the good and the bad, this is our community, your contributions are appreciated. 

Read more…