Page and Associates Ltd.
Investment Funds Advisor,
Worldsource Financial Management Inc.
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.
Isaura truly cares about her clients’ well-being, and listens carefully to ensure she understands their goals and values. Having completed courses in both investment funds and insurance means she is able to address both risk management and accumulation objectives.
She is active at soliciting input and assistance from associate advisors to see that her clients are benefitting from the full depth of our firm’s experience. For clients not yet retired, that could mean a definitive retirement plan, an investment plan to safely get above average returns, or a plan to protect the family’s financial security in case of premature death or long term disability. For retired clients, working with Isaura could mean the safe creation of a higher net, after tax, income, or ensuring that their estate affairs will be neatly sorted out. Due to Isaura’s diligence, no stone is left unturned. Isn’t that a quality that you would like your advisor to have?
“I really enjoy helping our clients identify their financial goals and any gaps they may have in their plans. I get a great deal of satisfaction from seeing that each of our clients has a portfolio that is uniquely designed for them, given their goals and values. It’s great to work together with my colleagues to ensure that we’ve considered all the available strategies and opportunities. Of course, establishing the plan is only the beginning – I make sure each of our clients has at least an annual review to ensure their portfolio is properly allocated and performing as it should. I also take pride in making myself fully available when our clients have questions, and in responding promptly with complete information. Due to what I do, our clients find that they have more time to do what matters most to them – whether that’s pursuing their dreams, or just spending more time with their families.”
Telephone: 905-884-5563 Ext. 232
Toll Free: 1-800-837-0134
Email: [email protected]
Worldsource Phone: 905-508-8220 Ext. 232
Worldsource Fax: 905-737-4005