My account

 

resources

The internet is full of useful resources for those who prefer to do their own financial planning and research.  Our clients usually rely on us to do this for them. Here are some of the online resources we use in our own research, and which our clients have found useful.

Financial strategies

 

Today’s GIC rates

 

Canada revenue agency

 

Service canada

 

Wealth matters

Newsletter

 

Page and Associates ltd:

Phone:     905-884-5563

Fax:          905-884-3365

E-mail:     experience@askpage.com

Other resources

We’re continually adding additional resources to this website, so check back regularly for new additions. Can’t find what you need? Click here to let us know what you’re looking for.

We have literally hundreds of proprietary publications, articles and other information which we don’t normally post to this website, but will make these available to our clients and prospective clients. We may be able to email you back a link or document that meets your needs.

Please click here to use this resource.

Please click here for today's best rates.

Please click here for more details.

Please click here to use this service.

Please click here to access.

Please click here to read back issues.

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.

Our clients can obtain a current summary of their investment holdings at any time by logging into this secure web service.

We regularly write papers summarizing important aspects of financial planning, tax rules, government benefits, portfolio construction and management, etc.

We survey the market every morning to find the highest interest rates offered for Guaranteed Investment Certificates across over 30 financial institutions all covered by Canada Deposit Insurance Corporation’s $100,000 coverage.

We produce a quarterly newsletter on taxation, financial planning, investment management and lifestyle issues.  Back issues are available here on this site.  To get the current issue, you’ll have to subscribe.

Online directory to all Government of Canada services, including employment, immigration, income security programs etc.

Official website of Canada’s tax collectors. Provides all manner of filing forms, tax rules, and online access to your tax account.
This liink allows you to access information about your investment accounts through the internet.This liink takes you to our Financial Planning Strategies page, which contains articles describing various financial planning and investment management strategies which have worked well for our clients.This liink takes you to our Wealth Matters newsletter page, which contains back issues of the past few years of newsletter articles. It also includes instructions on how to subscribe to our newsletter so you can get it right after we publish each quarterly issue.

Resources

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Financial Strategies

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Resources on financial planning and investment management, including today's best GIC rates, access to your account online, links to a variety of web-based resources.Subscribe to our financial planning newsletter, or read articles from past issues.Read about a variety of financial planning and investment management strategies.Meet the members of the Page and Associates financial planning and investment management team.Find out how Page and Associates can help you plan your financial future.An overview of Page and Associates' history.Home page of the Page and Associates website.

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This liink takes you to our Wealth Matters newsletter page, which contains back issues of the past few years of newsletter articles. It also includes instructions on how to subscribe to our newsletter so you can get it right after we publish each quarterly issue.