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 WHO
IS DAVID PAGE?
WHAT HAS HE ACHIEVED?
HOW DOES HE DO
IT?
WHO ARE HIS
CLIENTS?
WHAT DO THEY
SAY ABOUT HIM?
WHO IS DAVID W. PAGE...
 David Page is a Senior Consultant and Financial Planner
with Investors Group in Kamloops, British Columbia. He helps clients create financial security with peace of mind, using quality
investment and insurance products and services. He focuses on estate,
retirement and tax planning for a clientele of affluent individuals,
successful professionals, business owners, retirees and others. A dedicated financial professional since 1975, David speaks of work with
sincerity and enthusiasm;
"I
believe everyone has a right to financial security through
the use of sound money management principles."
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WHAT
HE HAS ACHIEVED...
David has achieved his Certified Financial Planner professional designation.
He has been honored by his firm for his service to clients by admittance to the Diamond Ring Club and receipt of the Master Millionaire Award and the Award of Excellence.
"DAVID PAGE
EARNS DALBAR SEAL, AS ONE OF THE
COUNTRY'S MOST TRUSTED FINANCIAL PROFESSIONALS..."
 "The Dalbar
seal is the best indication of trust we can give," said Dalbar President Louis S Harvey. "Recipients of our Seal are among the
country's most trusted financial professionals.
One cannot ask for
better credentials than those that come from existing clients".
"This award is significant because it comes from my clients,"
said David Page. "It validates the effort that I have put into
meeting my clients' needs and exceeding their expectations during the past
25 years."
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HOW DOES HE DO IT...
David believes in a team approach. David works with his associate and son Donovan Page
and 3 assistants. David
also works with an external team of lawyers, bank managers and
accountants.
David shares his knowledge and insights by presenting seminars on
estate, tax, insurance, investment, and education planning.
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WHO ARE HIS
CLIENTS...
Outstanding service and a commitment to excellence have built
David a solid client base, largely through referrals from satisfied clients and
other financial professionals. He strives to understand each client's
goals, needs and risk tolerance. David values openness and honesty and
displays these qualities with clients, giving them professional
recommendations and personal advice needed to help them achieve their goals.
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WHAT DO HIS CLIENTS SAY ABOUT HIM...
"For the past ten years, David Page has been my financial advisor. During these years, I have valued his advice and service.
After the death of my husband, his support carried me through a most difficult time.
Many decisions had to be made, and his advice was invaluable to me."
[Elfie Mobbs, Westwold, B.C.]
"Our reflections take us back to our meeting with you (in 1989) and how quickly
you re-organized our fragmented investments into a neat, manageable
package that not only increased in value but reduced taxes. Without
your help we would not be in the position we are today. Thank you
very much and have a prosperous New Year."
[Ken & Edith McIntyre, Kamloops, B.C.]
"Thanks to David Page's great financial knowledge, we have enjoyed our retirement since 1988."
[Lou & Ann Iverson, Kamloops, B.C.]
"David Page has been our Financial Planner since 1983. Without his astute planning and advice we would not have had the comfortable retirement security we now enjoy.
We highly recommend his services to anyone seeking financial advice and security."
[Edgar & Eileen D'Souza, Richmond, B.C.]
"We are happy with David Page's professional handling of our accounts. We particularly
like the way he regularly reviews our account and adjusts it for us to gain the most
advantageous returns. We would not hesitate to recommend him."
[Murray & Joan Mason, Kamloops, B.C.]
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,CFP. CDFA.
