Assante Wealth Management | Healthcare Professionals Financial Group

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

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.

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Healthcare Financial Advisor Mississauga

Assante Wealth Management is a trusted Healthcare financial advisor to Mississauga professionals. While every family is unique, one thing remains the same for every client; the fact that you are looking for value should lead you to Assante for tax reduction strategies, personal tax planning, regulatory expertise and additional services.

Medical Financial Advisor Mississauga

As a premier medical financial advisor in Mississauga, Assante Wealth Management is there for your family when you need them, with services designed to meet the needs of your budget and provide real value. Consider Assante for strategies in tax reduction, planning and preparing, along with a wide range of additional services available at cost-effective prices.

Financial Advisor For Doctors Mississauga

Assante Healthcare Management is considered the most reputable financial advisor for doctors in Mississauga. Discuss your needs with an agent who will be happy to go over your goals and discover how investing in your finances can make all the difference in providing a stable future for your family. Schedule an appointment today.

Financial Advisor For Doctors Oakville

Call a trusted Assante financial advisor for doctors in Oakville and let their experts help to discover your needs, create a written financial game plan for your future, assist you with implementing that plan, and monitoring your finances for a successful financial future you can depend on. Schedule a consultation now by calling Assante Healthcare Management at 833-277-2683.

Medical Financial Planning Mississauga

Are you interested in connecting with a professional to learn about medical financial planning Mississauga? Without a plan of action in place, your financial future is at risk. Let the expertise of Assante’s team serve to assist you with tax reduction strategies and personal tax planning to make the most out of current tax laws. Call or visit online to get started.

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

© 2017 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. Tax preparation services are provided by ITCC Tax & Accounting Inc. 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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