Kevin Page
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
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
Insurance products available through Kevin Page