Our team

Ours is a team-based practice. Each of our advisors has their own unique specialty, and draws on the expertise of other advisors on the team. Your Primary Advisor will assemble a team of specialists to ensure each client family’s unique situation gets the best possible advice and implementation.

We list below some of our key in-house financial professionals. Our team extends beyond our own firm, and into a number of allied professional services firms including accountants, lawyers, mortgage brokers, and tax preparers.

We welcome the opportunity to collaborate with your existing advisors in these disciplines. At the same time, our network of service providers may help you fill in any gaps you may have in your advisory team.

John page, clu, cfp, rfp

Senior Financial Planner. John pioneered a financial-planning-first approach to financial services delivery in Canada. John does planning work with a very limited number of clients.

E-mail: jpage@askpage.com

Phone: 905-508-8220 ext 238

Donald Page

Account Executive. Member of the Investment Committee.

Eric page

Account Executive. Chair of the Financial Planning Committee.

E-mail: dpage@askpage.com

Phone: 905-508-8220 ext 230

E-mail: rpage@askpage.com

Phone: 905-508-8220 ext 233

Frank Miemiec, mba, clu

Account Executive and Vice President, Operations. Focuses on tax and estate planning for business owners, executives and the retired affluent. Oversees the Company’s service process design and management.

E-mail: fmiemiec@askpage.com

Phone: 905-508-8220 ext 243

Therese boyle

Account Manager, and Manager of Fixed Income Deposits. Therese specializes in fixed-income portfolio management. Over 15 years of financial services experience prior to joining the Page group in 2001.

E-mail: tboyle@askpage.com

Phone: 905-508-8220 ext 234

Karissa smith

 

Account Manager and Operations Manager. Specialist in financial plan preparation and portfolio administration. Oversees overall service delivery across the Company.

E-mail: ksmith@askpage.com

Phone: 905-508-8220 ext 242

ISAUra quinn

Account Manager. Isaura has over 15 years in the financial services industry. Isaura prides herself on providing responsive customer service, and takes ownership of client concerns until they are resolved to the customer’s satisfaction.

E-mail: iquinn@askpage.com

Phone: 905-508-8220 ext 232

Jonathan flawn, ca, Mba, cfp, clu

Senior Financial Planner. Specialist in executive compensation issues and leveraged investment plans. Twice given honourable mention in the Advisor of the Year awards. Also provides tax preparation services.

E-mail: jflawn@askpage.com

Phone: 905-508-8330 ext 247

Our team

Ian Bergin, ca,

hobb & company

Ian is a partner at Hobb & Company in their Oshawa office. He has been serving individuals and business owners across York and Durham regions for over 25 years.

E-mail: ibergin@hobb.ca

Phone: 905-579-5659

Ed Girardi, CA,

private practice

Based in downtown old Richmond Hill, Ed has been providing business financial accounting services for 9 years. He also does tax return preparation for a number of our clients.

E-mail: e.girardi@rogers.com

Phone: 905-884-8644

Our PROFESSIONAL SERVICES NETWORK

Kevin macdonald,

macdonald and associates

Richmond Hill lawyers specializing in business litigation, wrongful dismissal.

E-mail: kmacdonald@maclawyers.com

Phone: 905-731-9251

Ken Lindsay, president

mortgage financial corporation

Ken manages two mortgage brokerage offices in Burlington and Hamilton.

E-mail: ken@mfco.ca

Phone: 1-866-604-8860

Mike Loleski, president

homefund inc.

Mike has been in the mortgage business for over 15 years. He provides loans from over 10 lenders. Located at Don Mills Rd. and Leslie St. in Toronto.

E-mail: mloleski@homefund.ca

Phone: 416-410-2886

ACCOUNTANTS

Lawyers

MORTGAGE BROKERS

Jonathan flawn, CA

Jonathan also acts as an advisor under Page and Associates and Worldsource Financial Manangement Inc. He has been doing tax returns for over 15 years.

E-mail: jflawn@askpage.com

Phone: 905-936-7526