Our team

Our longtime friend and colleague Kevin Spratt passed away suddenly in August 2012.† Our firm is continuing Kevinís tradition of excellent service under a succession plan we had developed in anticipation of Kevinís retirement. We have left this page of our website active in Kevinís memory.

 

Kevin began his financial services career with London Life in 1979, focusing on risk management strategies for business owners. For many years, Kevin specialized in employee benefit plans, and establishing funding arrangements for shareholder buyout agreements.

 

Because every business owner or executive also has a personal life, Kevinís planning and insurance services take into account the risk management needs of their families as well. Personal life insurance, disability income protection, critical illness and long term care coverages are among the strategies Kevin makes available to his clients.

 

Kevin has demonstrated an ongoing commitment to professional development and education, earning several financial and estate planning designations over the years. These include:

 Chartered Life Underwriter

 Chartered Financial Consultant

 Certified Financial Planner

 

With the growth in the importance of individuals saving and investing for their own future, Kevin established a wealth management practice in 1999 to complement his financial planning and risk management services. His responsive client service has helped him build an extensive clientele with a high level of satisfaction.

 

After several years of working independently, Kevin established a strategic alliance with Page and Associates Ltd. in 2009, to allow him to continue to improve the level of service to his growing clientele.

 

Kevinís affable nature and sense of humour endear him to his clients. Kevin is committed to a comprehensive financial planning process to ensure that he fully understands each clientís unique goals and objectives. His approach is entirely consistent with Page and Associatesí planning process, making the alliance a logical business decision.

 

 

††††††††† ††† †††††††††††† Telephone:††††† †† 905 882 2015
††††††††† ††† ††††††††††††
Toll Free:†††††††† 1 800 419 4540
††††††††† ††† ††††††††††††
Fax Number: † †††905 882 4163

††††††††† ††† †††††††††††† E-mail:†††††††††††† †† kmspratt@askpage.com

Kevin M. Spratt, CFP, CLU, Ch.F.C.

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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