Legal disclosure

Our firm is a financial planning firm and a Life and Health Insurance brokerage licensed with the Financial Services Commission of Ontario.

This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

References in this Internet Website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the Page and Associates Ltd. site. Page and Associates Ltd. is not responsible for the information contained on those websites.

All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Neither Page and Associates Ltd. nor Worldsource Financial Management Inc. will be held liable for any inaccuracies in the information presented, nor will they be held liable for any software damages resulting from the use of this website. 

Page and Associates Ltd.

95 Mural Street, Suite 405,

Richmond Hill, Ontario.  L4B 3G2

Page and Associates ltd:

Phone:    905-884-5563

Fax:         905-884-3365


Page and associates ltd.

Under securities regulations, any financial services representative offering mutual funds or investment funds products must do so through a sponsoring mutual fund or securities dealer.  Some of the advisors at Page and Associates Ltd. also are representatives of Worldsource Financial Management Inc. (WFM) as their sponsoring mutual fund dealer.

Any information on this website or its contents relating to mutual funds, should be considered as information coming from one our people who is a representative of WFM.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.

Labour Sponsored Investment Funds ("LSIF") have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Please note that Investment Fund Representatives in Alberta are not permitted to sell LSIF.

An investor proposing to borrow for the purchase of securities should be aware that a purchase with borrowed monies involves greater risk than a purchase using cash resources only. Please click here for a more detailed disclosure of these risks.

Worldsource financial management inc.

The ‘My Account’ function of this website is a secure password-protected area which delivers a current online statement of all your holdings under Worldsource Financial Management Inc., and under other dealers if you have authorized us to keep track of other holdings for you.

The online holdings statement function is managed by WFM. Worldsource does its best to maintain accuracy in online reporting, but the value of any holdings held with other dealers or in your own name, and reported on this statement, should not be taken as any guarantee of actual value of those holdings. In case of any disagreement between the values shown online and those reported on official printed statements from the GIC or mutual fund issuer, the issuer’s record shall be taken as the correct one.

In exchange for the access to this function, you agree to keep your username and password confidential, and for your use only, and to report any possible loss, theft or misuse of the password to your Page and Associates Account Manager promptly.

My account

Under securities regulations, any financial advisor offering exchange-traded securities products must do so through a sponsoring securities dealer.  Some of the advisors at Page and Associates Ltd. maintain referral relationships with representatives of Worldsource Securities Inc. (WSI, member CIPF) as their sponsoring securities dealer.

Any information on this website or its contents relating to securities markets or indices, or the generic term ’stock’ or ’bond’, is intended for context or conceptual discussion of investments in general, and should not be construed as an offer to sell any product.

Worldsource securities inc.

In the course of providing you with service, we gather a volume of detailed personal and financial information, in order that we can provide thorough and informed advice.

We are committed to maintaining the privacy of our clients.

We limit access to this information to only those members of your Page team that have a need to know the information in order to provide you with the service you have engaged us to perform.

We will never disclose any information we have on file about you to any outside party unless you specifically authorize the disclosure, or we are forced to by law. This includes  your name, address, phone number(s) or email address.

Privacy POLICY

Please click here to view the WSI website.

Please click here to view the WFM website.

Please click here for our complete Privacy Policy.

This website is maintained by Page and Associates Ltd. for the benefit of its clients and prospective clients. While every effort is made to maintain the site content so that it reflects current market conditions and tax rules, the Company makes no warranty of any kind that the information will at all times be exactly correct.

Users should rely on advice from their financial advisor before making any financial planning or investment decisions. Any functionality of the site may be temporarily out of service or may be permanently removed without notice and the user agrees not to hold the Company liable for any inconvenience or damages caused by such lack of functionality.

Use of this site shall be taken as concurrence with these terms and conditions of use.

Terms and conditions of use

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.



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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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Please click here to view the WFM Client Agreement and Disclosure Brochure.

The information contained on this Internet Website is for general information purposes only and is the opinion of the owners and writers. Investors should educate themselves regarding securities, taxation or exchange control legislation, which may affect them personally. This web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

Mutual funds are offered in Canada only.

Your Worldsource Financial Management Inc. (“WFM”), investment fund advisor maintains business interests that are separate and distinct from his/her WFM business activities. You will be provided complete information concerning these outside business interests, including who is responsible for each business activity. The disclosure will provide you with that information and will explain your rights and with respect to business that you place with WFM through your mutual fund advisor. WFM assumes responsibility and liability for “Worldsource Financial Management Inc. Business Interests” only.  All business activity undertaken by your mutual fund advisor that are not the specifically designated as “WFM Business Interests” are not the responsibility of WFM. Therefore, WFM does not assume any liability for any such activity.