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Rick began his career in the financial services industry as an Associate Advisor with Page and Associates in 1997 after graduating from the University of Toronto with a Bachelor of Arts degree in Economics. His role included working with Senior Advisors to design and implement comprehensive financial plans and intergenerational estate plans, and being a member of the firm’s Strategic Planning Committee, Risk Management Committee, and Marketing Committee.

 

Rick had a unique opportunity to gain practical knowledge and experience in this role, particularly since his father and the firm’s President, John Page, was considered a pioneer in the financial planning industry for developing a holistic financial planning approach that was later adopted by Advocis (formerly the Canadian Association of Insurance and Financial Advisors) as the basis for its Best Practices Manual. Over the years, advisors using this process have been awarded 5 separate ‘Advisor of the Year’ nominations from Advisors Edge magazine for financial planning excellence.

 

By 2000, Rick had written his courses for mutual funds, labour sponsored funds, and life and health insurance products. Rick also completed the Federation of Canadian Independent Deposit Brokers course and the Hedge Funds course. In the year 2000, Rick began developing his own clientele at the Page and Associates Richmond Hill branch. Rick’s ability to develop and implement solid financial strategies that include cash and tax management, investment management, risk management, and estate planning enabled Rick to quickly build one of the firm’s largest practices.

 

While developing his own practice, Rick completed all six courses required for the prestigious Certified Financial Planner (CFP) designation and is ready to write the final examination. He is a member of Advocis and the Investment Management Consultants Association.

 

In 2004 Rick was a contributing author of the best-selling book “The Canadian Retirement Guide” as a specialist in financial planning and analysis.

 

Since 2003, Rick has performed a number of management roles in the firm. Rick is a partner in the firm and chair of the Financial Planning committee, which is responsible for the development and refinement of the tools and processes Page and Associates has been using for over 25 years to perform financial planning analyses and support strategic recommendations. Rick performs the peer reviews on most of the financial plans written by other advisors in the firm. He has also been responsible for training and developing Associate Advisors who support the firm’s Senior Advisors and handle the day-to-day client inquiries and ongoing customer relationship management.

 

Rick’s current focus is spending an increasing proportion of his time initiating financial planning engagements for business owners, and for individuals in executive and professional occupations. Rick lives on Lake Simcoe, north of the Greater Toronto Area, and has been actively involved in the York Region United Way Finance Committee and various youth programs in Durham Region.

 

 

                                       Telephone:         905 884 5563 Ext. 233 or 7836
                                      
Toll Free:         1 800 837 0134
                                      
Fax Number:      905 884 3365

                                       E-mail:                rpage@askpage.com

Eric (Rick) Page,

Account Executive

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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