Blog

With A Little Help From My Friends

Paul D. Shirer February 18, 2020

After I had completed my first serious condo makeover the phrase “Do it Yourself” changed its meaning for me. I figured I had been supported,

Life Insurance: Term vs Permanent

Staff Perfect Timing Family Wealth January 29, 2020

Insurance can protect you and your loved ones from financial loss or hardship. In case of death, your life insurance gives your beneficiary a tax-free lump-sum

Planning Considerations For Business Owners

Conor Gfroerer January 19, 2020

Download the PDF Planning for business owners does not take place in a vacuum. It is part of a bigger process which leverages a number of

Disability vs Critical Illness Insurance

Staff Perfect Timing Family Wealth January 13, 2020

When we think about insurance, we normally think on insuring our house, car, daily health and life. They are the most well-known and the first

4 Signs it is Time to Review your Financial Strategy

Staff Perfect Timing Family Wealth December 17, 2019

Download the PDF To keep your financial plan on track, you need to review it any time there is a significant change in your life.

8 Holiday Planning Tips

Conor Gfroerer December 8, 2019

We all know the holidays can be an expensive time of year and just like everything, if you don’t have a plan, you may end

Cash When You Need It Most

Paul D. Shirer December 3, 2019

Sometimes I have to remind my clients that I am not just an investment planner, I am a financial planner also. I look at every way in which available funds can be

Volatility

Conor Gfroerer November 28, 2019

Almost all assets see fluctuations in their price over time. But while price swings are a common phenomenon in most asset classes, they have become most

The Cost of Successful Investing

Staff Perfect Timing Family Wealth November 13, 2019

Download the PDF Success requires investment. Managing an investment portfolio can be done on your own or with the guidance of a professional advisor. As Canadians,

Getting Started with Saving

Conor Gfroerer October 30, 2019

Think back to when you got your first job. If you’re like me, you probably had people telling you the first thing you must do is

Why the new name?

Staff Perfect Timing Family Wealth October 17, 2019

Perfect Timing is evolving and we want to bring you the latest update. We constantly strive to deliver exceptional service focused on putting you and your family

7 Legal Documents to Include in Your Estate Plan

Staff Perfect Timing Family Wealth October 4, 2019

Download the PDF Please use this checklist as a reference only. An experienced estate planning lawyer should always be consulted. We have a sharp team