Find a CEA

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that I had found my passion. 

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals.  I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan.  I can assist you in each area with my expertise.  Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services.  As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic.  I have been tough to address many aspects of aging that can impact your financial and social circumstances.

As a Certified Financial Planner CFP®, I am passionate about helping people feel confident and empowered in their financial lives. I work with clients at every stage of their financial journey, from those just beginning to build their financial future to retirees seeking to navigate retirement with confidence and peace of mind.

I take great pride and joy in getting to know my clients, understanding what matters most to them, and creating thoughtful financial strategies designed around their unique goals and circumstances. Whether it’s building a strong foundation, planning for retirement, or navigating any of life’s many financial transitions, I’m committed to providing guidance, clarity, and ongoing support.

For me, financial planning is about more than numbers, it’s about helping people turn their goals and aspirations into a plan for the future.

I have been named Executor for estates totalling over $15M.  I have settled estates in Canada and the US which involved selling property, liquidating assets and dealing with financial/investment accounts on both sides of the border while managing beneficiaries in over 10 different countries. I have recently launched a business, Estate Consulting www.estateconsulting.ca and Executor Help www.executorhelp.ca  to assist people named as Executor with the entire process of the estate administration.  I have worked in the financial services industry including brokerage, fixed income sales and trading and investment counsel for over 30 years.  I have an MBA in Finance and Real Estate from the University Of Michigan in Ann Arbor.  Since I have handled complicated estates I understand the financial issues as well as the time consuming nature of estate administration and would like to assist Executors with this important task.

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.

With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.

I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA, Financial Advisor

CEO & Founder, Brock Shores Financial

Investment Advisor with Optimize Wealth Management

​Brock Shores Financial / Timothy Ross & Associates

Family Office Providing Omega Stewardship ® 

​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

#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
​Member of the Rotary Club of 1000 Islands, Paul Harris Fellow

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!          

RRC, CPCA, LLQP 

I am a mature advisor with 20 years experience in the financial services industry. I primarily work with older adults who are either close to retirement or already retired. I assist seniors and their families structure their housing, financial, care and estate needs. As a baby boomer myself, I am uniquely equipped to understand the concerns and needs of this group and their children and grandchildren. I am always happy to have a conversation with no obligation. 

A Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) with over 22 years of financial services experience, Catrina's team provides comprehensive financial, estate, and wealth protection planning for her clients.

Working with individuals, multi-generational families, and business owners, she believes every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax laws evolve.

Catrina's team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.

Nicole Rothe is
a Financial Planner with Manulife Securities Investment Services Inc. and
Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated
from the University of Alberta with a Bachelor of Science Degree, and in 2020
achieved both her Certified Financial Planner ® designation and the Elder
Planning Counsellor designation.

Christine's career truly reflects a blend of professionalism and personal values. Her specialized focus on Estate appraisals, bolstered by her Certified Executor Advisor (CEA) designation, highlights her commitment to providing expert services in an important area of the appraisal field. Her experience, rooted in her membership with the Appraisal Institute of Canada since 2004, speaks to a long-standing dedication to her craft.

Christine’s work at Rivington Appraisers Inc. further emphasizes her collaborative approach, especially given her positive working relationships with colleagues and the support she receives from the admin team. This strong communication flow helps ensure her clients receive the attention they deserve.

On a personal level, Christine’s connection to the Arnprior and Renfrew areas, where she grew up and enjoys country living, further enriches her perspective. Her love for camping and gardening aligns with her values of work-life balance and her desire to remain connected to nature, ensuring she’s grounded both professionally and personally.