The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Per Homer, CFA


I have 20 years of experience in the financial industry and began my career as a trader and portfolio manager at the Bank of Canada and CMHC and also worked as Head Trader & Director at Citigroup. I am a Chartered Financial Analyst (CFA) charterholder with an Economics degree from Queen’s University. 

Over the years, I have come to realize that my passion is helping people navigate through the financial world – an area of our lives that can seem very overwhelming and confusing.  Helping families achieve their financial goals and meet some life long dreams is my goal. I can help you – no matter what your current financial picture may be. 

As a husband and father of two wonderful kids, I can understand the pressures and stress your financial picture can place on you. Let me lift some of the weight off, clear the confusion and reduce the stress in your life.

Contact me today and we can get started on your Financial Game Plan.


Recent Posts

The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

Read more

Borrowing to invest

Sep 09, 2021

Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....

Read more

Lesser-known ways to profit and save

Sep 09, 2021

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more

Per Homer CFA


Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



Leave a Note

Please fill out the form below

Office Address

350 Burnhamthorpe Road West Suite 218
Mississauga, Ontario
L5B 3J1 Canada