What people are saying.

“Today I thought about the first time I brought my husband to meet you. He couldn't even look at statements, didn't want to talk about it, and didn't really trust anyone. He trusted me enough to ask for your help, and you were so kind and patient. You helped both of us find a path forward. You helped coach my husband out of the business he didn't want to run, and when you told him he needed to make more money, I wanted to lunge across the table and hug you LOL!

For the last 10+ years, we've asked for your advice and blessing before every major financial decision. Now, we have over a million dollars in the bank, a beautiful home that's mostly paid for, a slush fund for vacations and emergencies and a hopeful retirement plan. Because of you, we have wills, life insurance and an education fund.

Your expertise, coaching and kindness have such an enormous impact on our lives. When I see my husband's face light up at the happy life he has been able to make with his money and we have long conversations about preparing agenda items for our investment meetings, I'm amazed at how far we've come. You are our North Star, and we are so grateful to you for everything.”

— Julia L.

“Thank you Jeff Wachman and Paula Lockhart for your financial guidance over the past 10 years and future years to come. Your advice to enroll in plans for an optional contributory pension and employee share ownership with my employer, and listening to my leaning toward a conservative portfolio, have put me in a very comfortable mindset nearing retirement.”

— Cheryl S, Manager, Canadian Financial Institution

“We always had a pretty good understanding of our finances, or at least thought we did. After sitting down with Erik, we now have a holistic financial plan that fits our entire lifestyle.

What separates Erik beyond just his financial savvy, is his compassion and curiosity with his clients. He is “invested” to understand their personal situation and goals, beyond just dollars and cents.”

— Jeffrey K.

“Long term financial planning is daunting -- especially as a young adult. Erik provided an organized, structured, and understandable framework that has given me the confidence in reaching what may have once seemed like unattainable goals. His guidance, professionalism, and attention to aligning investments and plans to my values were more than I could have asked for!”

— Leanne N.

“My biggest fear before working with Per was uncertainty of investment return. Investments have exceeded expectations of for my level of risk. He listens to my short- and long-term needs, and offers suggestions to improve based on market performance. Call Per Homer, he has helped our family.”

— Andrew R.

“Before working with Per, I was concerned my needs wouldn’t be understood. He totally gets it! He is easy to talk to and is able to meet us in our home. Really nice guy, very knowledgeable.

— Jodie T.

“Per came recommended by a trusted friend, so I had no fears.

Per cares. I feel that he has my best interests at heart, and I feel confident having him manage my money as he’s very knowledgeable. He’ll take great care of you.”

— Leanne M.

“We were originally worried that we would not get the ongoing attention because that was the trend of other firms in the past. Per has provided a level of service we didn’t know existed in the industry.

Per is always forward-thinking and making great suggestions for our family’s future. Per has become more than part of our financial planning team. He has in many ways become an extension of our family and cares about where we are heading. He truly makes us feel like we are heading there together.”

— Mike & Lara A.

“I was embarrassed about my financial situation, but he was totally non-judgmental and made me feel very comfortable. He is very personable. I feel very comfortable talking to him about financial decisions.

If I was to recommend Per to a friend, I would say that he really seems to care about his clients and wants to help them to the best of his ability.”

— Ellen E.

“Investing with Per is investing with somebody who will monitor my investments as if it were their own. He has quick responses to my questions and concerns.”

— Roxanne T.

“There was no fear. Per is a good person with good values. I trust him 100%. He’s like family.

There is no pressure with Per. He explains everything clearly and gives you time to think about your options.”

— Maritala R.

“My favourite part of working with Per Homer is approach and patience. Service focused instead of sales focused. This is my guy!”

— Orion A.