Market Outlook 2018Q4

A Co-ordinated Approach

Meet Peter Jackson — Peter wanted to get some advice. At his last annual check up with Dr. Smith, Peter was told he needed to better control his cholesterol.

When DIY is not an Option

The popularity of DIY (“do it yourself ”) projects has grown in recent years. The combination of doing it yourself to save money with the availability of home improvement centres and video sharing sites,

Take a Financial Selfie

Remember the old tests in gossip magazines when you were young? Well, here’s one to help you clearly understand your current situation

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NEWS

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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