Our team

Karissa joined Page and Associates in 2002, after graduating from Seneca College with a diploma in Financial Planning. Her formal education gave her the prerequisite knowledge to complete the Canadian Securities Course and obtain her insurance license.


Page and Associates was a natural fit for Karissaís interest in holistic financial planning, because of the firmís well-regarded focus on the planning process.


Karissa began her career on the operational side of the business administering investment portfolios, and quickly mastered the systems and processes then in use. She quickly obtained her life insurance license and her mutual funds branch managerís license so that she would be able to integrate all aspects of the operation.


She soon began to help clients manage their accounts, while working with senior advisors to develop financial plans. Having worked in all areas of the firmís operation, and having a keen eye for ways to improve processes, Karissa assumed overall accountability for service delivery across the Company.


Karissa still provides direct service to a number of clients, but spends most of her time managing the firmís support staff and the firmís overall financial planning and investment management workflows to ensure top quality service delivery.


Karissa lives in Keswick with her husband and one-year-old son.



†††††††††††† †††††††††††† †††††††††††† Telephone:††††† †† 905 884 5563 Ext. 242 or 7901
†††††††††††† †††††††††††† ††††††††††††
Toll Free:†††††††† 1 800 837 0134
†††††††††††† †††††††††††† ††††††††††††
Fax Number: † †††905 884 3365

†††††††††††† †††††††††††† †††††††††††† E-mail:†††††††††††† †† ksmith@askpage.com

Karissa Smith

Manager, Operations

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.



Financial Strategies

Our Team

Our Service

About Us


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.

My Account | Testimonials | Contact Us | Legal