David W. Page, CFP. CPCA.
778-470-3100
Financial Security with 
Peace of Mind™

Our 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.

Investment 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 6 years in a row.

Get In contact with D.W. Page Today

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