Family Advisor ®, since 1988 , CEO
"Where Client Goals Become Our Goals" ®
4502 Airport Road - Tincap
Ontario,Canada K6T 1A2
Voice:(613)345-0016 ~ Fax:(613)345-5231
firstname.lastname@example.org www.TimothyRoss.com www.advisor.blog.ca
"Anyone who stops learning is old, whether at twenty or eighty. Anyone who keeps learning stays young. The greatest thing in life is to keep your mind young." ~ Henry Ford
Our Mission: Providing "OMEGA STEWARDSHIP"®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
Our Vision: "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
Join Brad Speck as he prepares for Everest Base Camp 2012 on Monday April 16th . Brad gets stated at 6pm for a Fun Evening Fund-Raiser at Keystorm. There is going to be local celebrity servers, so plan on having some eats and treats, they are going to trek for your tips. There is going to be a 50-50-100 draw. Donor Dance Card, ( the event is taxsmart friendly :) Some auction items, overall a fun, first rate event. Brad has a big goal to achieve and we need your help so he can "Ascent" Tickets are $10 to get in, and there is 3 goals for the evening. Brad`s personal goal is to finish raising the $5000 personal committment so he can Ascent to Kathmandu. Then we have a local team goal for Dream Mountains Foundation to take the team to Everest Base Camp, a worthy goal, and I think we can do it. 3rd Goal, ASCENT, so mobilize your friends for a fun night, a little beverage and a whole lot of climbing. Just Google the event www.ascent.blog.ca and get your tickets online or from our ticket hikers before they are sold out , I'm looking forward to meeting you there . Together we can do great things! Cheers ! Timothy Ross , Yours in philanthropy www.ascent.blog.ca
Our Core Values: "Providing You With Confidence"
24 years of experience working with, and being referred by a client list of successful families who see us as their "future facilitator" and "Family Advisor" ®. I started my accounting and tax practice in 1988 after working several years in retail, construction and farming industries. Our investment firm Professional Investments is one of the largest independent organizations in Eastern Ontario, established over 40 years ago, head officed in Kingston, serving 10's of thousands of clients. Our tax division "Timothy Ross & Associates" complements all our planning processes. We use an associate team of specialists that support our stewardship efforts called OMEGA STEWARDSHIP ® which allows us to Provide the Multi Family Office Solution to our valued clients. Personally, I am quite active in our community, business circles and professional organizations at a local and national level. I am a charter member of Rotary Club Of 1000 Islands. I was a long term member of Kiwanis Club of Brockville from 1993 to 2005, serving 2 yrs as President. I was one of the founding directors & chair of Environmental Connections, a non-profit organization dedicated to providing outdoor education to school age children, we worked to secure funding from the Trillium Foundation to create long term sustainability for outdoor education in the Frontenac Arch Biosphere Reserve. I am a past director of the EFILE Association of Canada. Director of The Brockville & Area Community Foundation. Member and Past Director of The Greater Brockville Ad & Sales Club. Member of Brockville Chamber of Commerce, past member of the Chambers Tax Committee, member of The Athens Chamber of Commerce. Member of Advocis, and Director in our local chapter. Past board member of Brockville Humane Society, Brockville Alzeheimers Association, & Red Cross. Publicly I have given many speeches, conducted seminars, written articles of interest, and appearing on TV Cogeco, hosting "The Wire" previously called "The Source" and "The Money Show". I also serve as a Director with the 4-H Foundation of Ontario . 4-H is an organization of leaders building leaders and I embrace the 4-H Mission to "Learn To Do By Doing"
I have a very dedicated support team that work in association with me and practice in the disciplines that they enjoy the most. This allows me to give our clients the best possible advice and service possible.
Privately I am a very committed to my family, friends and business. I am an avid reader and avid learner. You can take comfort in that we have a very holistic approach to our practice, we are unique and special. We provide a stewardship role to you and your family that is truly needed and once you experience it, you can begin to understand how important and necessary it is. I have received many testimony letters that speak to this.