- 416.861.9771
- service@perfectiming.com
- Mon - Fri: 9:00 - 5:00
Founded in 1995, Perfect Timing Family Wealth is a proudly Canadian fee-based wealth management firm and Family Office offering independent and unbiased financial advice.
Understand what is important to you and your family
Establish a list of primary financial objectives
Create fully customized solutions based on your family's needs
Track progress based on measurable results
Our guiding principles are built on achieving your long-term goal-based objectives, not on hopeful return-based speculation. We believe a client is best served when a consulting-based approach is applied where advice is truly independent and unbiased.
While being consistent and disciplined, we always maintain an attitude of gratitude. We believe in acting with the utmost integrity and accountability, investing with a social, environmental and economic conscience. We love what we do and how we help people every day; our passion is helping You First™.
Through a thorough and holistic process, we help you develop a long-term strategy to meet your family’s primary financial objectives.
We utilize best-in-class, low cost portfolio managers and a wide variety of financial tools and investment vehicles to achieve your financial goals.
We work with you to envision what your ideal retirement looks like. From there we determine what needs to be done today to make your dream retirement a reality tomorrow.
We develop an investment strategy that considers both financial return and social/environmental impact. We believe investing responsibly doesn't have to come at the expense of financial returns.
After years of dedicated service, there are often key decisions required regarding your hard earned pension assets. Our experienced advisors walk you through your options to ensure that you are maximizing your long term interests for you and your family.
We are one of the few wealth management firms in Canada that can facilitate the transfer of your non-government UK pension to a Canadian RRSP using the Qualifying Recognized Overseas Pension Scheme.
Handling an estate involves many complexities that require professional assistance including but not limited to minimizing probate fees and various taxes at time of death. You are rightfully entitled to maximizing what you leave behind for your family and community.
Either through our Family Office services or in partnership with your tax and legal professionals, we implement tax smart strategies designed to preserve your hard-earned wealth and leave a legacy for your family.
We provide peace of mind that your loved ones are cared for by protecting and preserving your wealth from unexpected illness, injury or death.
Help protect yourself from regular health & dental expenses as well as unexpected emergencies while travelling. Click below to learn more and get a quote.
200-333 Bering Ave. Etobicoke, ON. M8Z 3A8
Monday – Friday
9AM – 5PM
Phone : 1.416.861.9771
Fax: 1.877.836.9771
Email : service@perfectiming.com
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services & Investment Corp. 4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 t: 416.964.0440.
