About Us

Who is DAVID W. PAGE…

David Page is a Certified Financial Planner in Kamloops, British Columbia. He helps clients create financial security with peace of mind, using quality investment and insurance products and services. He focuses on estate, retirement and tax planning for a clientele of affluent individuals, successful professionals, business owners, retirees and others. A dedicated financial professional since 1975, David speaks of work with sincerity and enthusiasm;

“I believe everyone has a right to financial security through the use of sound money management principles.”

 

 Achievements

David has achieved the following designations:

  • Certified Financial Planner
  • Certified Professional Consultant on Aging

He has been honoured by his former firm for his service to clients by admittance to the Diamond Ring Club and receipt of the Master Millionaire Award and the Award of Excellence.

“DAVID PAGE EARNS DALBAR SEAL, AS ONE OF THE
COUNTRY’S MOST TRUSTED FINANCIAL PROFESSIONALS…”

Dalbar Logo“The Dalbar seal is the best indication of trust we can give,” said Dalbar President Louis S Harvey. “Recipients of our Seal are among the country’s most trusted financial professionals. One cannot ask for better credentials than those that come from existing clients”. “This award is significant because it comes from my clients,” said David Page. “It validates the effort that I have put into meeting my clients’ needs and exceeding their expectations during the past 25 years.”

David received this award from an independent panel in 1999.

 

Our Approach

As a financial planner David works with 3 assistants and has access to a wide range of qualified Specialists in areas of estate planning, tax planning, insurance and brokerage.

David shares his knowledge and insights by presenting seminars to clients and their friends on the above subjects.

 

Our Clients

Outstanding service and a commitment to excellence have built David a solid client base, largely through referrals from satisfied clients and other financial professionals. He strives to understand each client’s goals, needs and risk tolerance. David values openness and honesty and displays these qualities with clients, giving them professional recommendations and personal advice needed to help them achieve their goals.