JEFF WACHMAN

B. COMM., R.F.P.®

Jeff Wachman is a registered financial planner (R.F.P) and senior financial planning advisor with Assante Financial Management Ltd. He graduated from McGill University in 1980 with a B. Comm, majoring in economics and finance. Jeff has twenty years of entrepreneurial business experience and 16 years of financial planning experience. He is a director on the IAFP Board of directors and is also chair of the IAFP membership growth committee. As an avid skier and cyclist, Jeff gives back to his community through his work as Chair of the Mississauga Cycling Advisory Committee. Working with this committee, Jeff initiated the Tour de Mississauga, which is now the largest free recreational ride in Ontario. We are anticipating five thousand registered cyclists this year. Charities Jeff supports include Tour for Kids, Doctors Without Borders, and The Children’s Breakfast Club.

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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