*Insurance products and services are provided through Per Homer.
**Financial planning, business planning and any ancillary services are provided by RX Wealth Management. Any specific investment recommendations provided by Per Homer are done through Healthcare Professionals Financial Group of Assante Financial Management Ltd. (‘Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through RX Wealth Management or ITCC Tax & Accounting Inc., Assante will monitor for conflicts of interests, and investigate any client complaints related to services offered by RX Wealth Management or ITCC Tax & Accounting Inc.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada (“MFDA”), and MFDA Investor Protection Corporation.
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.