Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Kevin Page

Financial Planner

I take my responsibilities to all my clients seriously. And always place their interests first. To this end we meet regularly to review financial strategies and evaluate our p...

Debbie Page

SFC, PFP
Executive Assistant

Institute of Canadian Bankers (ICB), Montreal PQ, Personal Financial Counselor ICB, Montreal PQ, Personal Financial Planner (Diploma/Designation) ICB, Montreal PQ, Investment ...

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Kevin Page

Financial Planner

I take my responsibilities to all my clients seriously. And always place their interests first. To this end we meet regularly to review financial strategies and evaluate our progress.

My 33 years in the financial Services have taught me the importance of sound financial planning in achieving specific goals. It is my belief that goals must be written and monitored regularly in order to be achieved.

My responsibility is to guide clients in developing and implementing a sound financial plan. To do this I will make sure that I understand your financial situation, your goals, risk tolerance, tax status and any personal matters affecting your financial plan. Together, we will develop a plan and investment strategy designed to achieve your financial goals. Then, we will implement your plan.

Educational Background

Institute of Canadian Bankers, Montreal PQ, Engineering of a Trust

ICB, Montreal PQ, Personal Financial Planner (Diploma/Designation)

ICB, Montreal PQ, Investment Funds in Canada

ICB, Montreal PQ, Professional Banking Program

Canadian Financial Systems

Personal Financial Management

Consumer Bank Marketing

Attended St. Mary's University, Halifax NS, Business Administration

Professional Experience

Elder Planning Counselor

 

Over 25 years in the financial services industry. Twenty-one years with a major Canadian Bank, holding numerous positions including;

 

Personal Investment Manager

Branch Manager

Commercial Account Officer

Assistant Manager Consumer Banking

Current and Past Community Involvement

Previous Board member and Treasurer of the St. Margaret's Bay Arena Association

Board Member of Callow Wheelchair Buses for the Disabled (previous treasurer)

Member of the Liverpool Golf and Country Club

Previous Director of TASA minor hockey

Previous Board Member and Chairman of the Investment Committee of the Mill Cove Park Development Agency (presently called the Aspotoghan Heritage Trust)

12 years of coaching baseball and minor hockey. Two years as a Boy Scout Leader

Treasurer South Queens Chamber of Commerce

Board Member Queens Association for Supported Living

Musical / Entertainment Director Privateer Days

 

Insurance products available through Kevin Page

Debbie Page

SFC, PFP
Executive Assistant

Institute of Canadian Bankers (ICB), Montreal PQ, Personal Financial Counselor 

ICB, Montreal PQ, Personal Financial Planner (Diploma/Designation) 

ICB, Montreal PQ, Investment Funds in Canada

ICB, Montreal PQ, Specialist in Financial Counseling

Professional Experience

Over 33 years in the financial services industry. Twenty-one years with a major Canadian Bank, holding numerous positions including: 

Personal Banking Officer 

Senior Personal Banking Officer

Financial Advisor

Debbie is a board member of the Queens Association for Supported Living.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.