Timothy Ross

Family Advisor ®, CKA®, RIS, RIAC
Brock Shores Financial

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)
Responsible Investment Advisor Certification (RIAC)

Family Office
providing Omega Stewardship ®

Helping Families Achieve …Life’s Major Goals ®

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

#ImprovingFutures

CKA®, Certified Kingdom Advisor®
RIS, Responsible Investment Specialist
RIAC, Responsible Investment Advisor

Services Offered in RI
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Type of License

MFDA

Other

Provinces Licensed In
  • Ontario
  • Prince Edward Island