We Provide Independent Financial Advice

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.

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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

Your Family, One Office, You First™

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™

Our Planning Services

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Financial

Through a thorough and holistic process, we help you develop a long-term strategy to meet your family’s primary financial objectives.

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Investment

We utilize best-in-class, low cost portfolio managers and a wide variety of financial tools and investment vehicles to achieve your financial goals.

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Insurance

We provide peace of mind that your loved ones are cared for by protecting and preserving your wealth from unexpected illness, injury or death. ​

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Retirement

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. ​

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Tax

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.​

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Pensions

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.​

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Estate

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.

Get in touch

Location

36 Toronto St., Suite #1140 
Toronto, ON – Canada M5C 2C5 

Our Hours

Monday – Friday

9AM – 5PM

Contact Us

Phone : 1.416.861.9771

Fax: 1.877.836.9771

Email : service@perfectiming.com

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Perfect Timing Financial Corporation

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Mutual Funds Provided Through

FundEX Investments Inc.