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John Page is an experienced businessman and a pioneer in the Financial Services industry. John established an independent insurance brokerage firm in the mid 1970s - before it was vogue to do so. Ultimately it was purchased by a leading Canadian life insurance company.

 

John subsequently built one of the fastest growing insurance agencies in the history of that insurance company using a financial planning business model.

 

In 1986 John once again became independent and formed Page and Associates. Simultaneously he accepted an 18-month consulting assignment for one of Canada’s largest financial conglomerates. The mission was to tell them, after scouting all over North America – how to build a company that was advice centric – with financial planning at its core.

 

At Page and Associates John developed a financial planning and client service process that is client centric. Years later, scores of people have worked with Page to enhance their wealth and make their dreams a reality by using Page’s Wealth Enhancement Process®

 

In 2002 John founded the Wealth Enhancement Academy which today teaches this award-winning methodology through writing, speaking, workshops, and now their Advice Transition Program delivered over the web.

 

As a testimony to what the Academy teaches, 50% of the top Roger’s Advisor of the Year Awards in Ontario (2000-2005) were awarded to advisors who follow the Wealth Enhancement Process® financial advisory model.

 

John has been one of the major contributors to the Advocis Best Practices Manual since its inception in 2003. Advocis was formerly called the Canadian Association of Insurance and Financial Advisors, and is still the premier trade organization for this group. John is also co-author of The Retirement Planning Guide for both the US and Canada.

 

John restricts the number of clients he serves. The goal is to provide services to the group of people who will benefit most from John’s experience. Thus the majority of John’s clients are successful entrepreneurs.

 

John keeps busy during any time off with six children and 10 grandchildren, but also finds the time to be actively involved in his church and the local soccer community as a coach.

 

                           Telephone:         905 884 5563 Ext. 238 or 7842
                          
Toll Free:         1 800 837 0134
                          
Fax Number:      905 884 3365

                           E-mail:                jpage@askpage.com

John A. Page, CFP, R.F.P, CLU

President

Senior Financial Planner

Mutual Funds and Segregated funds provided by Fund Companies are offered through

Worldsource Financial Management Inc. sponsoring mutual fund dealer.

All other services provided by Page and Associates Ltd.

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Resources on financial planning and investment management, including today's best GIC rates, access to your account online, links to a variety of web-based resources.Subscribe to our financial planning newsletter, or read articles from past issues.Read about a variety of financial planning and investment management strategies.Meet the members of the Page and Associates financial planning and investment management team.Find out how Page and Associates can help you plan your financial future.An overview of Page and Associates' history.Home page of the Page and Associates website.

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