Karissa Smith

Operations Manager,
Page and Associates Ltd.

Branch Manager, Financial Advisor
Worldsource Financial Management Inc.

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.

Page and Associates was a natural fit for Karissa’s interest in holistic financial planning because of the firm’s well-regarded focus on the planning process.

Karissa began her career on the operational side of the business administering investment portfolios, and quickly mastered the systems and processes then in use. She quickly wrote her exams for life insurance licensing and mutual funds branch management so she would be able to integrate all aspects of the operation.

Karissa soon began to help clients manage their accounts, while working with senior advisors to develop financial plans. Having worked in all areas of the firm’s operations, and having a keen eye for ways to improve processes, Karissa assumed overall accountability for service delivery across the company.

Karissa provides direct service to a number of clients, and spends the balance of her time managing the firm’s support staff, and the firm’s overall financial planning and investment management workflows to ensure top quality service. Karissa is also responsible for compliance supervision and performs branch supervisory duties.

Karissa lives in Barrie with her husband and 2 children.

Telephone:     905-884-5563 Ext. 242
Toll Free:        1-800-837-0134
Fax:                   905-884-3365
Email:              [email protected]

Worldsource Phone:     905-508-8220 Ext. 242
Worldsource Fax:          905-737-4005