Our Team - Page and Associates has a strong team of experienced professionals

Don is an Account Executive specializing in investment management for affluent clients, and works with many retired clients and their adult children. Chair of the Investment Committee.

Therese Boyle is an 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.

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 is active in industry speaking and writing, and does planning work with a very limited number of clients.

E-mail: jpage@askpage.com

Phone: 905-884-5563 ext 238

Donald Page

Don is an Account Executive specializing in investment management for affluent clients, and works with many retired clients and their adult children. Chair of the Investment Committee.

Eric page

Rick is an Account Executive specializing in financial planning and investment management for professionals and senior managerial roles. Chair of the Financial Planning Committee.

E-mail: dpage@askpage.com

Phone: 905-884-5563 ext 230

E-mail: rpage@askpage.com

Phone: 905-884-5563 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: 905-884-5563 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: 905-884-5563 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: 905-884-5563 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: 905-884-5563 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: 905-884-5563 ext 247

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.

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

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,

ED Girardi Professional Corporation

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 founded Mortgage Financial Corporation in 1990, serving southern Ontario from 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: 416-936-7526

Kenneth Brown

Former principal of Kenneth Brown Investment Services, which merged with Page and Associates in 1997. Still does taxes for a number of his former clients.

E-mail: kbrown1@allstream.net

Phone: 905-727-2662

TAX PREPARERS

Charles ticker,

Charles B. Ticker Law Office

Charles Ticker's Markham practice focuses on wills and trusts, estate planning, estate administration and estate litigation.

E-mail: cticker@tickerlaw.com

Phone: 416-773-0007

LLOYD nelson

Lloyd was a financial advisor at Page and Associates Ltd. before retiring in 2005. He still does tax returns for many of his former Page clients, as well as for clients of Bill Irwin.

E-mail: Lloyd.janis@sympatico.ca

Phone: 705-732-1342

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Jonathan Flawn is a 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.

Frank Miemiec, 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.

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

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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.

John A. Page, 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.

Charles Ticker's Markham practice focuses on wills and trusts, estate planning, estate administration and estate litigation.

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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.

Kevin MacDonald is the principal of a private Richmond Hill law firm specializing in corporate law, business litigation, and wrongful dismissal cases.

Deanna page

Remax/Jazz INC., Brokerage

Deanna has been selling homes with ReMax in the Durham Region since 2005. Her attention to her customer needs and tireless devotion to achieving client objectives sets her apart.

E-mail: deanna@deannapage.com

Phone: 1-888-732-1600

REAL estate agents

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Kevin m spratt, CFP, CLU, Ch.F.C.

Kevin has a 30-year career in financial planning and specializes in risk management. His strategic alliance with Page and Associates has allowed him to continue to improve service levels to his clients.

E-mail: kmspratt@askpage.com

Phone: 905-882-2015

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