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Karissa joined Page and Associates in 2002, after graduating from Seneca College with a diploma in Financial Planning. Her formal education gave her the prerequisite knowledge to complete the Canadian Securities Course and obtain her insurance license.
Page and Associates was a natural fit for Karissa’s interest in holistic financial planning, because of the firm’s well-regarded focus on the planning process.
Karissa began her career on the operational side of the business administering investment portfolios, and quickly mastered the systems and processes then in use. She quickly obtained her life insurance license and her mutual funds branch manager’s license so that she would be able to integrate all aspects of the operation.
She soon began to help clients manage their accounts, while working with senior advisors to develop financial plans. Having worked in all areas of the firm’s operation, and having a keen eye for ways to improve processes, Karissa assumed overall accountability for service delivery across the Company.
Karissa still provides direct service to a number of clients, but spends most of her time managing the firm’s support staff and the firm’s overall financial planning and investment management workflows to ensure top quality service delivery.
Karissa lives in Keswick with her husband and one-year-old son.
Telephone: 905 884 5563 Ext. 242 or 7901 E-mail: ksmith@askpage.com |
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Karissa Smith Manager, Operations Account Manager |
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Worldsource Financial Management Inc. sponsoring mutual fund dealer. All other services provided by Page and Associates Ltd. |
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