PREFERRED PARTNERS

LILAH TAYLOR - Lending

As a Mortgage Broker and an Owner of Taylor Made Mortgages, I deliver a very wide range of financing options with leading Canadian lenders which provides the most value for my clients. Whether you are buying your first home, upgrading, refinancing, renovating, purchasing a rental property or you are self-employed, I will deliver the right mortgage solution. I am passionate about my job and this Industry. I provide fast, knowledgeable, and friendly Service. I love what I do and it shows in how I treat each client.

Taylor Made Mortgages

MATTHEW TODMAN CPA, CA, CPA (US), CFA - Accounting

Matthew believes that everyone should be able to access quality professional financial and tax advice in a cost-effective manner. This includes individuals and small business owners. Big corporations have teams of in-house accountants who perform financial planning and analysis, tax planning, budgeting, etc. Why shouldn’t small businesses have access to the same high quality resources? Before founding MMT, Matthew spent approximately 15 years working on Bay Street in Toronto in the financial services sector. The majority of this time was at a Big 4 accounting firm where he earned his professional designations while providing assurance, advisory and tax related services to a diverse client base. After leaving the firm, Matthew joined a Schedule 1 bank working in finance and then the trading floor. Matthew now leads the strategic direction of MMT and helps clients navigate through reporting, tax, advisory and accounting issues in the Greater Toronto Area (“GTA”).

MMT Professional Corporation Chartered Accountant

MARIANA BRACIC - Legal

MBC Law

MONIKA WILK - Legal

Wilk Law

MIKE WESTOVER - Insurance – Property & Casualty

Jones Brown Inc.

JON WALTON - Brokerage

MBC Brokerage

MITS KANTARIA BA (Hons) - Marketing & Business Development

Mits (Mitesh) brings over 25 years of marketing and business development experience to our clients, providing guidance in strategic planning and direction, business development and selling, digital marketing – website design, SEO, social media, review marketing, communications, and CRM (Customer Relationship Management). He has a natural skill to help clients dynamically drive new business initiatives for revenue and market share growth, with a profit focus.

ArcPro Media Inc.

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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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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.

 

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