Page and Associates has been providing strategic financial planning and investment management services to affluent Canadian families and business owners for over 25 years. Today, our clients include the children and grandchildren of our earliest clients. We consider ourselves stewards of family wealth, and work across generations to ensure that legacies can be passed on in an efficient and effective manner.
In 1982, John Page researched attitudes of Canadians toward financial planning and investment management under contract from Paul Demarais Jr. of Power financial corp. The results showed that affluent Canadians wanted a comprehensive strategy to achieve their life goals, including their financial goals, but going beyond these to their true passions.
In 1982, John Page researched attitudes of Canadians toward financial planning and investment management under contract from Paul Demarais Jr. of Power financial corp. The results showed that affluent Canadians wanted a comprehensive strategy to achieve their life goals, including their financial goals, but going beyond these to their true passions.
Services
In 1999, Don joined Page and Associates in its Oshawa office as an Associate Advisor to Sandra Page, performing financial plan preparation. Thrse joined Page and Associates in the year 2000, after a 14 year career in financial services with National trust, and 2 years with CIBC.
Her banking experience exposed her to a variety of operational areas, which put her in a good position to manage a deposit brokerage operation, like the one Page and Associates had.Rick began his career in the financial services industry as an Associate Advisor with Page and Associates in 1997 after graduating from the University of Toronto with a Bachelor of Arts degree in Economics.
Her banking experience exposed her to a variety of operational areas, which put her in a good position to manage a deposit brokerage operation, like the one Page and Associates had.Rick began his career in the financial services industry as an Associate Advisor with Page and Associates in 1997 after graduating from the University of Toronto with a Bachelor of Arts degree in Economics.
It all begins with an Initial Assessment and Evaluation meeting, in which we develop an understanding of your situation and objectives. At the end of this meeting you will receive a written report 'My Life - My Wealth', which will outline the opportunities and pitfalls of your current situation, and how we believe we will best be able to help you achieve your goals.
It's hard to be effective as a professional if you are tied up with all the administrative work that is needed to make your recommendations turn into action. We are fortunate to have a capable administrative team that keep everything moving. Shazia sits at our reception desk to answer your call personally when you phone us or to greet you as you enter the office.
Sometimes, our clients need help from other professionals in order to implement their financial plans. Here are some people to whom we have sent our clients for help, and about whom we have had good feedback. We do not accept referral fees from any of these professionals. While you are welcome to contact any of these people for help, we can make no assurances that they will be able to meet your needs.
While we are a mature business, we are still growing, and are on the lookout for new associates. A number of independent financial advisors in the Greater Toronto Area use us as their resource centre. Some are strictly fee-only financial planners, some are insurance agents, and some are investment funds representatives of Worldsource Financial Management Inc.
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