Personal Financial Planner

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

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