My account

Together with Worldsource Financial Management Inc., we are able to provide you with an online summary of your investment accounts.

To protect your privacy, you will be asked for your username and password each time you sign on to the My Account function.

If you don’t have a username and password, or are unable to access your account through this function, please call us, or use our online form under Contact Us, and we’ll get you set up.

Page and Associates ltd:

Phone:    905-884-5563

Fax:         905-884-3365


Rectangular Callout:

The My Account link is always visible

at the top of each page

 in this web site.

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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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.

NEW! Enhancements to My Account were launched in April 2010 to provide more detailed information about your holdings and transactions, and allow you view or print a statement of account. Here are the key changes:

· New user IDs and passwords were issued for this service in April 2010. If you don’t know your new id and password, please call us!

· If you have access to accounts under different names, such as your spouse, children, or any joint accounts, then each different ownership will have a separate screen for its accounts. You can easily switch views to any of the ownerships you have access to. [Learn How].

· There is currently no view or statement that shows ‘Total Assets’ across all of the owners you can access. A system enhancement to permit this is being explored.

· We are required by federal Privacy legislation to re-confirm with each such owner whether you have the right to see any details of their accounts. We will be in touch with you if we need such permission in your case.

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