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.

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