Donald E. Page
Vice President, Senior Financial Advisor
Don Page began his career in July 1991 at a risk management firm in Toronto where his functions included working with CEOs and senior management to coordinate personal security services. In 1999, Don joined Page and Associates in its Oshawa office as an Associate Advisor to Sandra Page, performing financial plan preparation…
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Manager, Fixed Income Operations
Thérèse joined Page and Associates in the year 2000, after a 14 year career in financial services with National trust, and 2 years with CIBC. Her banking experience exposed her to a variety of operational areas, which put her in a good position to manage a deposit brokerage operation, like the one Page and Associates had…
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Eric (Rick) Page
President, Senior Financial Advisor
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 including working with Senior Advisors to design and implement comprehensive financial plans…
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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 and Associates in the portfolio administration area, but soon found greater satisfaction helping clients manage their accounts…
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Vice President, Senior Financial Planner
Frank is a seasoned financial planner and business consultant practicing in the Greater Toronto Area. His education and experience uniquely position him to address the more complex needs of owners and former owners of small-to-medium-sized family businesses, especially in preparing for sale or transfer of the business…
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Senior Financial Planner
Jonathan joined Page and Associates in 1997 from a Canadian publicly listed company where he was Vice President of Finance. Prior to this he had his own financial planning practice. As a senior advisor, Jonathan specializes in estate planning, retirement planning, tax planning…
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Karissa joined Page and Associates in 2002, after graduating, with honours, from Seneca College with a diploma in Financial Planning. Her formal education gave her the prerequisite knowledge to complete the Canadian Securities Course, Branch Managers Course, and obtain her insurance license….
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