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):



ONLINE ACCESS FOR CLIENTS New instructions to access your account

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

FundEx Order Entry Form Order Entry Form

FundEX Dealer Change Form Request to Change Dealer Form

FundEX Systematic Form Systematic Instruction Form

MRS TRUST Application Registered/Investment Application Form

MRS TRUST TFSA Application Tax Free Savings Account

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

MRS TRUST Change Form Client Information Change Form

MRS TRUST Fund Trade Mutual Fund Trade Form

MRS TRUST Systematic Form Pre-Authorized Chequing Form

MRS TRUST Withdrawal Form Withdrawal/Deregistration Request Form

HRDC RESP Transfer RESP Tranfer Form

AIM TRIMARK Family RESP Registered Education Savings Plan Form

AIM TRIMARK RESP Payments Redemption Form for Educational Payments

CI Application Open/RSP/RIF application

CI TFSA Tax Free Savings Account application

CI Family RESP Registered Education Savings Plan Form

CI RESP Payments Redemption Form for Educational Payments

FIDELITY TFSA Tax Free Savings Account Application

FIDELITY Application Open/RSP application

FIDELITY Family RESP Registered Education Savings Plan Form

FIDELITY RESP Payments Redemption Form for Educational Payments

SUNWISE ESSENTIAL SERIES RAPID APPLICATION Nominee accounts

SUNWISE ESSENTIAL SERIES Client Name Application

REV.CAN.LLP Lifelong Learning RC96

REV. CAN. Transfer Registered Transfer Form T2033

REV. CAN. Pension Pension Transfer Form T2151

REV. CAN. Homebuyers RRSP Homebuyers' Plan T1036

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

REV. CAN. Deductions Tax Deduction at Source Form


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