Blog : Your Family, One Office, You First | Independent Financial Advice

QROPS – UK Pension Transfers to Canada

Conor Gfroerer May 15, 2020

Are you a resident of Canada with a pension in the United Kingdom? If so, we may be able to help you transfer the funds

RRSP vs TFSA: The Case For Using Both

Staff Perfect Timing Family Wealth April 12, 2020

Tax-time for most of us means finalizing RRSP contributions. As you plan, don’t forget to review the role of Tax Free Savings Accounts. TFSAs are one of

A Personal Perspective During Unprecedented Times

Paul D. Shirer March 23, 2020

ptfamilywealth · A Personal Perspective During Unprecedented Times I have always found that it is helpful to ask yourself questions. Especially during challenging times. And

Mindfulness Meditation By Christy Hutchison

Staff Perfect Timing Family Wealth March 23, 2020

These days the term ‘Mindfulness’ seems to appear everywhere you turn. From the worlds of business and finance, wellness, education, medicine, entertainment, sports, and even the

Portrait of a Successful Investor

Staff Perfect Timing Family Wealth February 27, 2020

“What’s the secret to investing success?” It’s a difficult – if not impossible – question to answer. Investing isn’t really about secrets. It takes a

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

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