Planning That Puts You First!

  • Transparent, clear fees (no hidden fees or hourly rates)
  • Low cost investment and accounting fees, that are often tax deductible
  • Never locked-in
 
 

Be Well-Advised and Get Your Financial Quarterback

Get coordinated advice to meet your goals

Together, we will design your Financial Game Plan, addressing:

  • Tax reduction strategies
  • Personal & corporate tax planning and preparation*
  • Personal financial planning*
  • Business strategic plans & incorporation advice*
  • Debt reduction & cash flow review*
  • Mortgage management*
  • Retirement & education planning
  • Customized investment solutions
  • Estate planning, including will & powers of attorney*
  • Insurance needs
  • Charitable giving

The key difference is that we provide you the implementation & ongoing monitoring of your Financial Game Plan needed to keep you on track!

Contact us now to set up your complimentary no-obligation consultation.

 
 

 


 Insurance products and services are provided through Per Homer.

*Tax preparation and financial planning services are provided by ITCC Tax & Accounting Inc. ITCC Tax & Accounting Inc. is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Per Homer must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through ITCC Tax & Accounting Inc., Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by ITCC Tax & Accounting Inc.