Page and Associates Ltd.

Family Wealth Management

  • My Account
  • Home
  • About
    • Our Team
    • Our Admin Team
    • Professional Network
    • Join Our Team
  • Our Services
    • Financial Planning
    • Investment Management
      • Guaranteed Investments
      • Variable Investments
      • Tax-Sheltered Plans
      • Portfolio Construction
      • Comprehensive Investment Management
    • Life and Health Insurance
  • Resources
    • Articles
    • Financial Strategies
    • Links
  • Testimonials
  • News
  • Contact

Our Admin Team

It’s hard to be effective as a professional if you are tied up with all the administrative work that is needed to make your recommendations turn into action. We are fortunate to have a capable administrative team that keep everything moving.

Shazia sits at our reception desk to answer your call personally when you phone us or to greet you as you enter the office.  Her warm smile will make you comfortable and she will get you refreshments if you have to wait. But she does so much more…making sure all our GIC purchases are properly recorded and confirmed, and that our mail communications with you are properly directed.

Kendra has been with us since 2004, and is an expert at trade execution and account administration.

She also lends her expertise preparing financial projections and portfolio analyses for our advisors.

Ingrid does our bookkeeping and corporate payments.

Though she’s freelance and is only with us one day a week, she’s been with us many years and is part of the family. She’s even done work for some of our clients on the days she’s not with us.

We’re proud that they’re all committed to ensuring an excellent customer service experience.

Contact Us

Register For Our Newsletter
  • Home
  • About
  • Our Services
  • Resources
  • Testimonials
  • News
  • Contact
  • My Account
  • Privacy
  • Legal
  • Contact Us

Copyright © 2025 Page and Associates Ltd. Mutual Funds and Segregated funds provided by Fund Companies offered through Worldsource Financial Management Inc. sponsoring mutual fund dealer. All other services provided by Page and Associates Ltd.