PER HOMER

BA (HONS), CFA

Per has over 20 years of experience in the financial industry and began his career as a trader and portfolio manager at the Bank of Canada and CMHC. He also worked as Head Trader & Director at Citigroup. Per is a Chartered Financial Analyst (CFA) charter holder with an Economics degree from Queen’s University. Over the years, Per has come to realize that his passion is helping people navigate through the financial world—an area of our lives that can seem very overwhelming and confusing. Helping families achieve their financial goals and meet some life-long dreams is his goal. He can help you—no matter what your current financial picture may be. As a husband and father of two wonderful girls, Per can understand the pressures and stress your financial picture can place on you. Let him lift some of the weight off, clear the confusion and reduce the stress in your life.

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.

 

Please note an important disclaimer by clicking here.

 

Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.

 

Learn more about our privacy policy by clicking here.