Our Team
Team Founder, Senior Financial Planning Advisor
Jeff Wachman is a registered financial planner (R.F.P.®) and senior financial planning advisor with WWH Financial Group, Assante Financial Management Ltd.. He is the founding partner of WWH Financial Group, and mindfully built the team up over time to support the growth of the business and to keep up with the changing need of his clients and their families.
He graduated from McGill University in 1980 with a B.Comm, majoring in economics and finance. Jeff has twenty years of entrepreneurial business experience and 18 years of financial planning experience. He is also on the Board of Directors at the Institute of Advanced Financial Planners as President.
As an avid skier and cyclist, Jeff gives back to his community through his work as Chair of the Mississauga Cycling Advisory Committee. Working with this committee, Jeff initiated the Tour de Mississauga, which is now the largest free recreational ride in Ontario.
Charities Jeff supports include Tour for Kids, Doctors Without Borders, and The Children’s Breakfast Club.
Per Homer
BA (Hons), CFA, R.F.P.
Senior Financial Planning Advisor
Per has 28 years of experience in the financial industry and began his career as a trader and portfolio manager at the Bank of Canada and CMHC and also worked as Head Trader & Director at Citigroup. He is a Chartered Financial Analyst (CFA) charterholder and Registered Financial Planner (R.F.P.) with an Economics degree from Queen’s University.
He is active in his community as Chair of the Board of Kay Blair Hospice, a new hospice being built in Brampton providing hospice residence end-of-life care and as an admin in the Oakville Dads Facebook group, raising tens of thousands of dollars each year for the Oakville Fare Share Foodbank and Oakville Dads Community Fund providing scholarships to local students.
Over the years, he has come to realize that his 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 of their lifelong dreams is his goal. He can help you – no matter what your current financial picture may be.
As a husband and father of two wonderful girls, he can understand the pressures and stress your financial picture can place on you. Let him lift some of the weight off, clear the confusion and reduce the stress in your life.
Erik Wachman
BComm, JD, LLL, R.F.P.
Financial Planning Advisor
Erik Wachman is a Financial Advisor with WWH Financial Group, Assante Financial Management Ltd. He obtained his Bachelor of Commerce degree from the Queen’s School of Business in 2011 and he completed his J.D. and LL.L. degrees in the Bilingual Law program at the University of Ottawa. Erik has worked in the financial services industry since 2014. He spent 5 years with the Royal Bank of Canada where he helped investment advisors, financial planners and their high-net worth clients with tax, legal and estate planning matters and lead in the development of a digital wealth management platform for clients and advisors.
He is an active member of the community, taking part in various fundraising initiatives such as the Tour for Kids bike ride, and serving as President of the Queen’s Business Toronto Alumni chapter. He is a sports & travel enthusiast; playing hockey year-round and an avid runner having completed multiple long distance runs.
Leah Zajdman
B Illu (Hons)
Associate - Marketing & Client Services
Leah Zajdman is an Associate - Marketing & Client Services with WWH Financial Group, Assante Financial Management Ltd. She obtained her Bachelor of Arts degree in Illustration at Sheridan College Institute of Technology and Advanced Learning in 2017 and her Certificate in Business from the University of Guelph in 2022.
Joan Cobham
Associate - Client Services
Joan is an Associate – Client Services with WWH Financial Group, Assante Financial Management Ltd. She has almost a decade of experience and knowledge working in the financial services industry. She has successfully completed her Canadian Investment Fund Operations Course and currently studying for her Investment Funds In Canada Course. Joan is a mom of 4 and when she isn't busy with her with her family she enjoys taking long walks with her dog Louis Armstrong or being on the water.
Our Professional Partners
Anurag Gupta is a business and tax lawyer practicing in the Greater Toronto Area. He has experience advising health professionals, business owners, technology, manufacturing and small to medium sized businesses on business, tax, privacy and trade-mark matters. He holds a law degree from the University of Ottawa and an Honors Bachelors of Science degree in Microbiology and Immunology from the University of Miami. He is a member of the Law Society of Upper Canada.
Anurag Gupta has counseled clients of various forms and sizes. He advises clients on both a business and tax law perspective, including income splitting strategies, reorganizations, tax efficient corporate structures, asset protection, minimizing liability, acquisitions and sales of businesses, and estate planning.
He has also successfully won appeals against the Canada Revenue Agency on various matters. Anurag Gupta can be reached at 416.521.9834 ext 201.
Anurag was born and raised in South America, predominantly in Suriname. He enjoys biking in the summer, plays basketball and squash on a recreational basis.
Chartered Accountant and financial planning advisor, Stive specializes in providing advanced tax planning strategies for the dental professional. Stive graduated from the University of Toronto in 1989. After articling for two years, he received the Chartered Accountant (CA) designation in 1992 and his Certified Financial Planning (CFP®) designation in 1998.
Previously, Stive worked in public practice from 1989 to 1993 and with the Canada Revenue Agency from 1993 to 1995. Stive has been part of Mike Lakhani’s team at TMFD since 1995.
At Circle Mortgage Group we believe that each consumer should get advice prior to entering into any mortgage approval and assistance in understanding the nuances of each and every lender that offers them a mortgage. Taking the time to do this results in a happy and informed client. We make sure you understand how your rate is calculated but also how your Mortgage Penalty is calculated. So in the event that a life change happens, you are already prepared and you know how your Mortgage can move with you.
Matthew Todman, CPA, CA, CPA (US), CFA
Managing Director, MMT
Specialty: Personal accounting
Before founding MMT, Matthew spent approximately 15 years working on Bay Street in Toronto in the financial services sector. The majority of this time was at a Big 4 accounting firm where he earned his professional designations while providing assurance, advisory and tax related services to a diverse client base. After leaving the firm, Matthew joined a Schedule 1 bank working in finance and then the trading floor. Matthew now leads the strategic direction of MMT and helps clients navigate through reporting, tax, advisory and accounting issues west of the city.
A graduate of the University of Toronto, Matthew is a Chartered Professional Accountant (“CPA”), Chartered Accountant (“CA”) and member of CPA Ontario; a Certified Public Accountant and member of the AICPA; and a Chartered Financial Analyst (“CFA”) charterholder (CFA Institute). Matthew is also on the Board of Directors of Canpak Health and Education Foundation, a registered charity.
Stephen J. Warnica, C.A.I.B.
President, Warnica Insurance
Email swarnica@warnicainsurance.ca
Specialty: Home & auto insurance
As President of Warnica & Associates Insurance Inc, his mission is to protect what matters to you most and provide peace of mind knowing your insurance needs are met. From your first car to your dream home, they can provide coverage that suits your needs and budget. Warnica & Associates Insurance Inc. has a wide range of insurance options from home, auto, commercial/business, rented dwellings, marine, and all in between. They would love the opportunity to speak, advise and provide the coverage you need.
Greg Kauffeldt, BComm, CPA, CA
Tax Partner, McCay Duff LLP
Email gkauffeldt@mccayduff.com
Specialty: US Tax Services, Estate Planning
After obtaining his Bachelor of Commerce from the University of Ottawa, Greg began his career as an articling student with a national accounting Firm. He attained his CA designation in 2006 and completed the Chartered Accountants of Ontario In-Depth Tax courses in 2008.
Since joining McCay Duff in 2004, Greg has primarily focused on helping business owners and individual clients successfully resolve tax issues. Greg’s experience includes providing tax compliance, consulting, in-depth tax and estate planning and GST/HST compliance to business owners in a wide range of industries. Greg also has extensive experience in providing US tax advisory and compliance services.
Outside the office, Greg enjoys hiking, canoeing and camping with his family.
Make it stand out
Whatever it is, the way you tell your story online can make all the difference.
Kam Sandhu, B.A. (Hons)., LL.B
Partner, Goldstone Lawyers Professional Corporation
Email kam@goldstonelawyers.com
Kam Sandhu is a Mississauga native who completed his Bachelor of Arts degree from McGill University in Political Science and Economics. Upon graduating from McGill, Kam decided to follow his passion in pursuing a legal education. Kam graduated from the University of Leicester with an LL.B degree with distinction. Upon completing his articling at a boutique full service Toronto law firm, Kam fulfilled a life long dream and founded K. Sandhu Law.
When not practicing law Kam enjoys cooking, keeping fit, and volunteering in the community.
Our Investment Partners
We are proud to work with some of the best investment partners in the world to help you achieve your goals.
Below are the investment principles that guide our investment recommendations:
We invest with the best – globally!
We strive to invest with companies and fund managers that have proven track records of performance.
We are fee-agnostic.
We look to maximize performance for you while maintaining a keen eye on costs.
We take personal ownership.
We personally own the very portfolios we recommend for our clients – meaning that you can expect the same level of care for your investments that we take with our own.