ERIK WACHMAN

Erik Wachman is a Financial Advisor with Assante Financial Management Ltd. and Wachman Wealth Management. He obtained his Bachelor of Commerce degree from the Queen’s School of Business in 2011 and he completed his J.D. and LL.L. degrees in the Bilingual Law program at the University of Ottawa. Erik has worked in the financial services industry since 2014. He spent 5 years with the Royal Bank of Canada where he helped investment advisors, financial planners and their high-net worth clients with tax, legal and estate planning matters and lead in the development of a digital wealth management platform for clients and advisors.

He is an active member of the community, taking part in various fundraising initiatives such as the Tour for Kids bike ride, and serving as President of the Queen’s Business Toronto Alumni chapter. He is a sports & travel enthusiast; playing hockey year-round and an avid runner having completed multiple long distance runs.

B.Comm., J.D., LLL.

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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