About

Page and Associates Ltd. specializes in comprehensive financial planning and investment management for affluent Canadian families and business owners, emphasizing intergenerational wealth stewardship. Founded in 1982, the firm delivers tailored strategies that align financial goals with personal aspirations, offering services such as detailed financial assessments, customized portfolio design, and estate tax planning. The company has grown through a 1997 merger with Kenneth Brown Investment Services and now operates from a historic Richmond Hill location, serving clients across the Greater Toronto Area.

Details

Areas served: Richmond Hill, Greater Toronto Area

Products & services in Richmond Hill

Financial planning Investment management Investment manager Management service Investment firm

Keywords

financial planner

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Page and Associates Ltd.

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