Kevin Page, PFP, EPC

Personal Financial Planner

I take my responsibilities to all my clients seriously. And always place their interests first. To this end we meet regularly to review financial strategies and evaluate our progress.

My 33 years in the financial Services have taught me the importance of sound financial planning in achieving specific goals. It is my belief that goals must be written and monitored regularly in order to be achieved.

My responsibility is to guide clients in developing and implementing a sound financial plan. To do this I will make sure that I understand your financial situation, your goals, risk tolerance, tax status and any personal matters affecting your financial plan. Together, we will develop a plan and investment strategy designed to achieve your financial goals. Then, we will implement your plan.

Educational Background

  • Institute of Canadian Bankers, Montreal PQ, Engineering of a Trust
  • ICB, Montreal PQ, Personal Financial Planner (Diploma/Designation)
  • ICB, Montreal PQ, Investment Funds in Canada
  • ICB, Montreal PQ, Professional Banking Program
  • Canadian Financial Systems
  • Personal Financial Management
  • Consumer Bank Marketing
  • Attended St. Mary's University, Halifax NS, Business Administration
  • Professional Experience
  • Elder Planning Counselor

Elder Planning Counselor

Over 25 years in the financial services industry. Twenty-one years with a major Canadian Bank, holding numerous positions including;

 

  • Personal Investment Manager
  • Branch Manager
  • Commercial Account Officer
  • Assistant Manager Consumer Banking
  • Current and Past Community Involvement
  • Previous Board member and Treasurer of the St. Margaret's Bay Arena Association
  • Board Member of Callow Wheelchair Buses for the Disabled (previous treasurer)
  • Member of the Liverpool Golf and Country Club
  • Previous Director of TASA minor hockey
  • Previous Board Member and Chairman of the Investment Committee of the Mill Cove Park Development Agency (presently called the Aspotoghan Heritage Trust)
  • 12 years of coaching baseball and minor hockey. Two years as a Boy Scout Leader
  • Treasurer South Queens Chamber of Commerce
  • Board Member Queens Association for Supported Living
  • Musical / Entertainment Director Privateer Days

 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.