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Kevin Spratt has been providing financial planning, insurance and investment services to business owners and families across the greater Toronto area for over 30 years.

 

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, Kevin’s 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.

 

Kevin’s 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 client’s unique goals and objectives. His approach is entirely consistent with Page and Associates’ 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

Worldsource Financial Management Inc. sponsoring mutual fund dealer.

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