Assante Wealth Management | Healthcare Professionals Financial Group

It is our goal to become your trusted advisor for your financial life and to provide you service, integrity, and results. By coordinating professional advice with regular updates and proactive planning, our team will implement a financial strategy that is designed specifically to suit your personal and business financial goals.

Working with an integrated financial planning team integrated financial planning team, we are passionate about providing creative and strategic financial planning solutions to healthcare professionals like you and your families.

“Management is doing things right; leadership is doing the right things.” — Peter F. Drucker

Who We Serve

What We Do

  • Discover Your Needs
  • Create a Written Comprehensive Financial Game Plan
  • Implement Your Financial Plan
  • Monitor Your Plan with Constant Updates

Do you have a Financial Game Plan?

  • You may have more than one savings account, chequing account, credit cards and multiple lenders
  • You likely have more than one service provider managing your financial life, such as an accountant for taxes, an insurance salesperson, and lawyers taking care of your wills
  • Your financial security depends on ensuring your current actions are working from the same playbook so that you will meet your future goals
  • Healthcare Professionals Financial Group of Assante Financial Management Ltd. will provide you with a complete picture of your current finances, build your Financial Game Plan and ensure you are working towards your goals.

Talk to us about:

  • Tax Planning
  • Corporate Structuring
  • Financial Planning
  • Debt Reduction
  • Business Planning
  • Mortgage Management
  • Retirement Planning
  • Education Planning
  • Investment Solutions
  • Estate Planning
  • Insurance Needs

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About Us

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Contact Us

Per Homer, CFA
Wealth Management Advisor
Assante Financial Management Ltd.
phomer@assante.com | 905-617-3515

© 2018 by Healthcare Professionals Financial Group

*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.

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.

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All Right Reserved | 2018