Paul Shirer - Perfect Timing Financial - Experience

Perfect Timing Financial - Investment & Insurance Consulting

Perfect Timing Institute - Educational Initiatives

Our Philosophy Brochure

Our Products & Services

10 Keys to Successful
Investing

The items below have been compiled to simplify access to various forms required in the on-going implementation of your investment plan. By having these forms readily accessible, we will expedite and document all processes efficiently while at the same time, maintain accurate files for future reference and industry compliance.

Please remember to select item(s):



1-ONLINE ACCESS FOR CLIENTS New instructions to access your account

2-FundEX New Client Application (KYC) Client Application Form (Address Changes)

3-FundEx Order Entry Form Order Entry Form

4-FundEX Dealer Change Form Request to Change Dealer Form

5-FundEX Systematic Form Systematic Instruction Form

10-MRS TRUST Application Registered/Investment Application Form

11-MRS TRUST TFSA Application Tax Free Savings Account

12-MRS TRUST Registered Transfer Registered Transfer Form for RRSP/LIRA/RRIF/LIF

13-MRS TRUST Change Form Client Information Change Form

14-MRS TRUST Fund Trade Mutual Fund Trade Form

15-MRS TRUST Systematic Form Pre-Authorized Chequing Form

16-MRS TRUST Withdrawal Form Withdrawal/Deregistration Request Form

20-HRDC RESP Transfer RESP Tranfer Form

21-AIM TRIMARK Family RESP Registered Education Savings Plan Form

22-AIM TRIMARK RESP Payments Redemption Form for Educational Payments

23-CI Family RESP Registered Education Savings Plan Form

24-CI RESP Payments Redemption Form for Educational Payments

25-FIDELITY Family RESP Registered Education Savings Plan Form

26-FIDELITY RESP Payments Redemption Form for Educational Payments

27-SUNWISE & SUNWISE ELITE Segregated Funds Service Request Form

30-REV.CAN.LLP Lifelong Learning RC96

31-REV. CAN. Transfer Registered Transfer Form T2033

32-REV. CAN. Pension Pension Transfer Form T2151

33-REV. CAN. Homebuyers RRSP Homebuyers' Plan T1036

34-REV. CAN. S.I.N. S.I.N. Application Form

35-REV. CAN. Deductions Tax Deduction at Source Form


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Success is the natural consequence of consistently applying basic fundamentals.
Jim Rohn