I have been dealing with Perfect Timing Family Wealth for over 20 years. They are a first class organization and have been providing financial advice to my family and I that we are completely satisfied with. All of their recommendations have been spot on. I highly recommend Perfect Timing Family Wealth for your Financial Planning needs.
Hi Paul. Just wanted to drop a line to thank you for taking care of our needs once again. Having it done quickly with our best interest at heart doesn’t go unnoticed or get forgotten and just wanted to let you know that. It’s obvious your team works together to achieve this and I’d like you pass my thanks on to them also. Be safe, stay well.
We recently moved our UK 🇬🇧 private pensions to Canada 🇨🇦, using the services of Conor Gfroerer and Paul Shirer, Perfect timing and their uk partner.
While the process was slow and was not plain sailing we felt that Conor and Paul took good care of us throughout the process always keeping our best interests as the priority. This is a game changer for us to have all our pension funds in Canada. We would recommend this professional service to anyone considering this option for their pension funds.
Thank you for helping to secure our retirement
Kevin & Carol
I want to express my endorsement of Mr. Paul Shirer & Mr. Conor Gfroerer of Perfect Timing Family Wealth for the ongoing management of your QROPS plan. I have had the pleasure of professionally working with Paul for over 25 years and know him to operate his firm with the utmost integrity and unwavering commitment to his clients. Paul, Conor and their team are one of iA Financial’s most trusted QROPS partners and are a leading advisory firm in Canada for their service and expertise in this area. Their knowledge base, resources and contacts both here in Canada and in the U.K. are extensive and effective.
For these various reasons, I fully support and endorse working with them for your QROPS and general financial planning needs.
I’ve known Paul Shirer for well over 20 years and can certainly endorse Paul for his high levels of principles, ethics and morals. I firmly believe that Paul’s clients and business associates are well served by him.
Paul has provided guidance, recommendations and concrete suggestions, with various alternatives and scenarios, that have enabled us to grow a stable investment portfolio for our retirement. Thank you Paul and we look forward to continued investment success with you.
Paul is extremely client focused and very knowledgeable. His intelligent, quiet, passionate approach makes for an excellent Investment Advisor.
Conor is a knowledgeable and client focused professional. I have had the pleasure of working with Conor on multiple client accounts. He is conscientious, attentive, and thinks outside of the box to find creative solutions for client’s wealth and insurance needs. He ensures that clients and their family’s needs are top priority and looks for the perfect solution based on their needs and risk profile. You cannot go wrong working with Conor!
I started working with Conor seven years ago and he has become a highly trusted advisor to me and my family. He has helped me navigate my finances through home purchases, marriage, having kids and business ventures. As a business owner myself, Conor has always been a valuable resource and sounding board for me and my business partners. He is knowledgeable, responsive and proactive in his approach. I fully endorse and recommend working with Conor and his team at Perfect Timing.
Paul is a very knowledgable and highly competent investment advisor. I have known Paul for over 20 years and over that period he has built a solid and reputable business. Paul always puts his clients best interests ahead of his own.
I honestly can’t remember when I started working with Paul, it feels like he’s always been around! What I like most about working with him is that he understands what I need and delivers on that. Sounds simple but isn’t always how things work. Paul fits to my working style and I have always liked that along with his honest, straightforward counsel.
Paul consistently gives great advice, and always looks out for my best interest. He always responds quickly to my questions and explains issues in an easy to understand manner. I highly recommend Paul.
I first hired Paul in 1999 to advise me on my portfolio, and personal finance issues. Over the years, I’ve found him responsive, dependable and generous with his time as I learn more about investing. When I’ve gone through change, I’ve also appreciated his flexibility and initiative, supplementing and balancing my ideas with candid and expert opinion. Paul is a competent and trustworthy advisor. I highly recommend him!
I give my unconditional support to Paul Shirer. I have known Paul since 1985, first meeting him as we both attended McMaster University in Hamilton. Later, in 1994, Paul’s business with Perfect Timing had grown to such a degree that I had no reservation hiring him to take care of my finances. In my years of knowing Paul and in working with him, he has always been honest and forthright in his expertise and advice. His level of integrity has been bar none in the financial industry. I trust him to do the job time and again; I provide my unconditional support to him both as he conducts business and to how he conducts himself in his personal life. I would recommend any person to contact Paul for financial information, advice, and investment. It’s my impression and experience that he’s one of the best.
I have known Paul for over 20 years and had him manage my portfolio for 15 years. Paul understands clearly that the business he is in is about relationships. He takes the time to understand what your situation is and will only provide advice that you need at that time.
Paul has always provided strong professional expertise and client service whenever I have dealt with him. He is personable and has a great skill at being able to make the complicated sound easy. He constantly reviews the ever-changing markets to seek the best financial approach based on his client’s particular circumstances.
Paul is a terrific resource. He understands and anticipates your needs, and works around your schedule, and generally makes your life easier and less complicated. He’s always accessible and takes the time to listen and stay in touch with your changing life and situations, and makes the adjustments and recommendations that make sense for you no matter where you are.