Welcome to D.W. Page Wealth Management - working with you to build lasting financial success. Kamloops Financial Advisor David Page takes families from "uncertainty and confusion" to"clarity, confidence and excitement" regarding their financial future. David Page is a Certified Financial Planner in Kamloops, British Columbia.
He helps clients create financial security with peace of mind, using quality investment and insurance products and services. He focuses on estate, retirement and tax planning for a clientele of affluent individuals, successful professionals, business owners, retirees and others. David has extensive experience in Estate, Retirement & Tax Planning; and uses sound money management principals to help clients achieve their financial goals.
He helps clients create financial security with peace of mind, using quality investment and insurance products and services. He focuses on estate, retirement and tax planning for a clientele of affluent individuals, successful professionals, business owners, retirees and others. David has extensive experience in Estate, Retirement & Tax Planning; and uses sound money management principals to help clients achieve their financial goals.
Services
David W. Page is a Certified Financial Planner (CFP) and a Certified Professional Consultant on Aging (CPCA) who offers a broad range of essential services and solutions for those hoping to better manage their wealth and protect their financial future. He has decades of experience working with individual clients to meet their unique retirement planning needs.
Flexibility - to be able to change your investments: As your Personal needs change, As tax laws change, As the economy changes. A co-ordinated use of both Asset Allocation and Sector Management, to take advantage of both the ups and downs in the markets. A return that equals or betters the projected return in your Plan or your Plan will not achieve your goals.
Reviews (2)
C. Joe Mercier
Jan 20, 2019
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David has been a great asset to us since taking on our portfolio. He shows great care and concern and is very knowledgeable in giving sound advise for future growth in all market conditions. David and his staff are very trustworthy and always accessible to answer questions or concerns. Thank you David.
Ralph Ragan
Oct 22, 2018
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