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