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