SERVICES & Products

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.

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. ​

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.​

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. ​

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.​

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.

OUR PRODUCTS

Accounts

Investment

RRSP/RRIF/LIRA/LIF/Pensions

RESP – Education

Fee-Based Asset Management

Investments

GIC’s

Mutual Funds

Socially Responsible Funds

Segregated Funds

Insurance

Life – Term/Mortgage

Life – Permanent/Universal

Critical Illness/Disability/Travel

Annuities

Every service is tailored to your needs. Talk to one of our advisors to understand how we can help you to align your goals.

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Perfect Timing Financial Corporation

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Mutual Funds Provided Through

FundEX Investments Inc.