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Isaura joined Page and Associates in the year 2000, after spending 7 years in various customer service and investment management roles with a major bank. Isaura began her career at Page in the portfolio administration area, but soon found greater satisfaction helping clients manage their accounts.

 

Isaura truly cares about her clients’ well-being, and listens carefully to ensure she understands their goals and values. Having completed courses in both investment funds and insurance means she is able to address both risk management and accumulation objectives.

 

She is active at soliciting input and assistance from senior advisors to see that her clients are benefiting from the full depth of our firm’s experience. For clients not yet retired, that could mean a definitive retirement plan, an investment plan to safely get above average returns, or a plan to protect the family’s financial security in case of premature death or long term disability. For retired clients, working with Isaura could mean the safe creation of a higher net after tax income, or ensuring that their estate affairs will be neatly sorted out. Because of Isaura’s diligence, no stone is left unturned. Isn’t that a quality that you would like your advisor to have?

 

I really enjoy helping our clients identify their financial goals and any gaps they may have in their plans.  I get a great deal of satisfaction from seeing that each of our clients has a portfolio that is uniquely designed for them given their goals and values. It’s great to work together with my colleagues to ensure that we’ve considered all the available strategies and opportunities. Of course, establishing the plan is only the beginning – I make sure each of our clients has at least an annual review to ensure their portfolio is properly allocated and performing as it should. I also take pride in making myself fully available when our clients have questions, and in responding promptly with complete information.  Because of what I do, our clients find that they have more time to do what matters most for them – whether that’s pursuing their dreams, or just spending more time with their families.

 

Isaura lives in Stouffville with her husband and two children.

 

 

                                       Telephone:         905 884 5563 Ext. 232 or 7875
                                      
Toll Free:         1 800 837 0134
                                      
Fax Number:      905 884 3365

                                       E-mail:                iquinn@askpage.com

Isaura Quinn

Account Manager

 

Mutual Funds and Segregated funds provided by Fund Companies are offered through

Worldsource Financial Management Inc. sponsoring mutual fund dealer.

All other services provided by Page and Associates Ltd.

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