David W. Page?
Certified Financial Planner
Certified Professional Consultant on Aging
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.”
David has extensive experience in Estate, Retirement & Tax Planning; and uses sound money management principals to help clients achieve their financial goals. David has been serving his community with financial planning services for over 38 years.
Navigating today’s financial world can be incredibly challenging for the average Kamloops, BC, resident, even if you have some experience with investing and wealth management. David W. Page offers expert guidance to help manage and grow your wealth.
It’s never been more important to work with a Certified Financial Planner and financial advisor, someone who lives and breathes financial planning, someone who can take all the loose ends and tie them together into a neat little package–one that’s relevant to you, and you alone.
As a D.W. Page Wealth Management client, you will have access to our complete selection of exclusive funds designed to provide you with a variety of investment opportunities. Each fund is managed by investment professionals located not only here in Canada, but in strategic locations around the world.
To further ensure that we can help you plan your financial future using the best options available, we have also developed strategic relationships with leading investment managers, insurance providers and financial institutions.