
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?
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You likely have more than one savings account, chequing account, credit cards and multiple lenders
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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
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Your financial security depends on ensuring your current actions are working from the same playbook so that you will meet your future goals
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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:
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Tax reduction strategies **
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Personal & corporate tax planning and preparation **
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Personal financial planning **
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Business strategic plans & performance monitoring **
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Debt reduction & review spending **
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Mortgage management **
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Retirement & education planning **
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Customized investment solutions
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Estate planning, including will & powers of attorney **
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Insurance needs *
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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.