Perfect Timing Family Wealth | Paul Shirer & Conor Gfroerer – 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.

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.

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

Financial

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

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.

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.

Socially Responsible Investing

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.

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.

QROPS

We are one of the few wealth management firms is Canada that can facilitate the transfer of your non-government UK pension to a Canadian RRSP using the Qualifying Recognized Overseas Pension Scheme.

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.

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.

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.

We're also offering Health & Dental and Travel Insurance

Help protecting yourself from regular health & dental expenses as well as unexpected emergencies while travelling. Click below to learn more and get a quote.

Get in touch

Location

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

Our Hours

Monday – Friday

9AM – 5PM

Phone : 1.416.861.9771

Fax: 1.877.836.9771

Email : service@perfectiming.com

Perfect Timing Financial Corporation

Mutual Funds Provided Through

FundEX Investments Inc.