What are the things you hope will happen to you and your family financially , over the balance of your lifetime ? And what are the things you fear might happen instead ?

Foundational questions that need to be asked and understood before we start your financial and estate plan.

Our Mission: Providing "OMEGA STEWARDSHIP"®
Our Vision: "Helping Families Achieve ... Life's Major Goals"®
Our Core Values: "Providing You With Confidence"
Timothy Ross ,Family Advisor ®, since 1988 , CEO
"Where Client Goals Become Our Goals" ®

"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"®
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

4502 Airport Road - Tincap
Elizabethtown,Leeds Grenville
Brockville Region "Birthplace of Our Canadian Flag"
Ontario,Canada K6T 1A2
Voice:(613)345-0016 ~ Fax:(613)345-5231
advisor@timothyross.com www.TimothyRoss.com www.advisor.blog.ca
www.brockville.blog
www.financialplanner.blog.ca