Page and Associates has been providing strategic financial planning and investment management services to affluent Canadian families and business owners for over 25 years.
Today, our clients include the children and grandchildren of our earliest clients. We consider ourselves stewards of family wealth, and work across generations to ensure that legacies can be passed on in an efficient and effective manner.
In 1982, John Page researched attitudes of Canadians toward financial planning and investment management under contract from Paul Demarais Jr. of Power financial corp. The results showed that affluent Canadians wanted a comprehensive strategy to achieve their life goals, including their financial goals, but going beyond these to their true passions. Following this research, John developed and refined the Wealth Enhancement Process™, a financial planning and service process that has been refined by this firm over the past 25 years...read more about us
