Financial Strategies

This page contains a sampling of several articles from our Knowledge Base. We’ll replace these with others from time to time, so check back regularly!

Let us know if you’d like to read through any of the references listed in the Index below. Better yet, CALL US, because chances are we’ve researched a similar problem before, or we’ll know how to find answers. Click here to ASK PAGE. Or call 905-884-5563.

Page and Associates ltd:

Phone:    905-884-5563

Fax:         905-884-3365


Five  principles of cash management

There are five simple principles which have the power to transform your financial  circumstances. Together, these principles constitute the bricks and mortar of cash management, a simple concept but one not well understood by many.

We are constantly adding new links to this section. Please check back from time to time.

Six steps for effective financial decision-making

This article reviews a model for developing sound financial plans, starting with information gathering, analysis, testing hypotheses and achieving concurrence.

Getting more from the power of diversification

Diversification of an investment portfolio does several things. It spreads the risk, can combine asset classes that move in opposite directions, reducing overall risk, and can allow for systematic rebalancing, which enhances returns.

IN THE NEWS - page and Associates in the Globe

A June 2009 Globe and Mail article quotes Page and Associates Account Executives responding to questions about financial planning in light of ongoing changes in the Income Tax Act and rules on government benefits.

Insurable risks and the principles of risk management

Risks are everywhere, and it’s a part of life to deal with them as they arise. But many risks can be reduced or avoided altogether through careful planning. For those that can’t be avoided, some can be insured. When does it make sense to insure and when not?

Featured articles

IN THE NEWS - Jonathan Flawn in FP Family File

Jonathan Flawn of Page and Associates Ltd. is quoted providing advice in a case study in the September 2009 issue of Financial Post Magazine.

Mutual Funds and Segregated funds provided by Fund Companies offered through

Worldsource Financial Management Inc. sponsoring mutual fund dealer.

All other services provided by Page and Associates Ltd.



Here is a list of many other summaries we’ve written for our clients. If you’d like us to send you one of these, just click here to Ask Page.  If you have a question not dealt with here, please click here to Ask Page, or give us a call.

Free online Canadian Income Tax returns for 2001 to present – key totals per line and calculate total tax payable based on the actual rules for each year.

Table of RRIF Minimums included in CRA publication on RRIFs and related registered plans.

FSCO outlines new 2008 rules governing ‘locked-in’ RRSPs from pension plans, and a more flexible set of LIF withdrawal limits and calculations.



Financial Strategies

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Resources on financial planning and investment management, including today's best GIC rates, access to your account online, links to a variety of web-based resources.Subscribe to our financial planning newsletter, or read articles from past issues.Read about a variety of financial planning and investment management strategies.Meet the members of the Page and Associates financial planning and investment management team.Find out how Page and Associates can help you plan your financial future.An overview of Page and Associates' history.Home page of the Page and Associates website.

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