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Estate Planning Council of CANADA

Timothy Ross

Optimize Wealth Management

 

Member profile details

First name
Timothy
Last name
Ross
Organization / Company Name
Optimize Wealth Management
Province
Ontario
City / Town
Elizabethtown
Picture / Headshot
Profession / Category
Family Advisor - FEA
Phone number
613-345-0016
Office Address
4502 Airport Road - Tincap
Brockville Area
Elizabethtown, Ontario
K6T 1A2
Education / Professional Designation(s)
CKA®, Certified Kingdom Advisor®
RIS Responsible Investment Specialist
RIAC, Responsible Investment Advisor Certification
PFP Student
CEA, Certified Executor Advisor
Areas of focus or specialization
Investments
Tax
Insurance
Estate Planning

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.



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