Manager, Deposit Administration, Account Manager
Page and Associates Ltd.
Investment Funds Advisor,
Worldsource Financial Management Inc.
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. Since her arrival, she has overseen the day to day operation of the GIC brokerage part of the business.
While under National Trust, Thérèse completed her investment funds course, and a number of banking industry courses, and built a loyal and satisfied clientele. When she moved to the Page operation, a number of her long-standing clients followed her to continue to enjoy her customer focused service ethic.
Thérèse works mainly with clients whose investment objectives are focused on capital preservation using fixed-income deposits to provide regular income. She co-ordinates with her colleagues’ efforts to ensure that financial planning and portfolio design opportunities are not left unexplored.
Her caring and sensitive nature is a big hit with her clients, who consistently give her high ratings for her service quality.
Thérèse lives in King City with her husband.
Telephone: 905-884-5563 Ext. 234
Toll Free: 1-800-837-0134
Email: [email protected]
Worldsource Telephone: 905-508-8220 Ext. 234
Worldsource Fax: 905-737-4005