Services

The Advantage of world-renowned financial products & services

David W. Page is a Certified Financial Planner (CFP) and a Certified Professional Consultant on Aging (CPCA) who offers a broad range of essential services and solutions for those hoping to better manage their wealth and protect their financial future. He has decades of experience working with individual clients to meet their unique retirement planning needs.

Investments Solutions

  • Fee-based asset management
  • Mutual funds
  • Managed Asset programs*
  • Tax advantage programs
  • Tax advantage funds
  • Segregated Funds
  • Registered Retirement Savings Plans (RRSPs)
  • Registered Retirement Income Funds (RRIFs)
  • Tax Free Savings Accounts (TFSAs)
  • Registered Education Savings Plans (RESPs)
  • GICs and Annuities
  • Charitable Giving program

Insurance

  • Life & Disability Insurance
  • Critical Illness & Long Term Care Insurance
  • Personal Health Care Insurance
  • Flexcare & Follow Me Health and Dental Insurance
  • Association Health & Dental Insurance
  • Travel Insurance

Banking

  • Manulife Bank
  • Chequing & Savings Accounts
  • Services available through referral

Why Choose D.W. Page?

David W. Page offers in-depth expertise and financial guidance for individuals interested in building their wealth and managing it into the future. David will listen to you, educate you and help you make the right financial decisions, just ask his clients who have voted him the top Financial Planner in Kamloops, BC. for 5 years in a row.