Per Homer, CFA

Wealth Management Advisor

Assante Financial Management Ltd.

phomer@assante.com | 905-617-3515

 

© 2017 by RX Wealth Managment

 

*Insurance products and services are provided through Per Homer.

 

**Financial planning, business planning, and any ancillary services are provided by RX Wealth Management. Tax preparation services are provided by ITCC Tax & Accounting Inc. Any specific investment recommendations provided by Per Homer are done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through or RX Wealth Management or ITCC Tax & Accounting Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by RX Wealth Management and ITCC Tax & Accounting Inc.

 

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Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

 

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Per Homer, CFA

WEALTH MANAGEMENT ADVISOR

WHO IS YOUR QUARTERBACK?

PLANNING THAT PUTS

YOU FIRST

GET YOUR FINANCIAL

GAME PLAN

WHO IS YOUR QUARTERBACK?

“Management is doing things right; 

leadership is doing the right things.”

— Peter F. Drucker

PLANNING THAT PUTS YOU FIRST

“Management is doing things right; leadership is doing the right things.”

— Peter F. Drucker

Transparent, clear fees

Never locked in

Get co-ordinated advice

to meet your goals

 
Do you have a complete picture of your current finances?

 

Do you have a Financial Game Plan?

 

  • You likely have more than one savings account, chequing account, credit cards and multiple lenders

  • You may even have more than one service provider managing your financial life, such as an accountant for taxes, an insurance salesperson, and lawyers taking care of your wills

  • Your financial security depends on ensuring your current actions are working from the same playbook so that you will meet your future goals

  • A financial advisor will provide you with a complete picture of your current finances and ensure you are working towards your goals.

Get coordinated advice to meet your goals

 

Together, we will design your Financial Game Plan, addressing:

 

  • Tax reduction strategies **

  • Personal & corporate tax planning and preparation **

  • Personal financial planning **

  • Business strategic plans & performance monitoring **

  • Debt reduction & review spending **

  • Mortgage management **

  • Retirement & education planning **

  • Customized investment solutions

  • Estate planning, including will & powers of attorney **

  • Insurance needs *

  • Charitable giving

 

The key difference is that we provide you the implementation & ongoing monitoring of your Financial Game Plan needed to keep you on track!

 

Contact us now to set up your complimentary no-obligation consultation.

 

“A leader is one who knows the way, goes the way, and shows the way.” 

–  John C. Maxwell

GET YOUR FINANCIAL GAME PLAN

Ready to book a session? 

 

Call us at 905-617-3515

or fill out the contact form & we’ll get you rolling!

 

By providing your e-mail address you provide Per Homer of Assante Financial Management Ltd. and RX Wealth Management with your express consent to send you Commercial Electronic Messages (“CEM”) related to finances and/or investments that may be of interest to you. If you no longer want to receive e-mails of this nature you can withdraw your consent at any time by clicking on the unsubscribe link in the newsletter or contacting Per Homer at phomer@assante.com.