Our Clients

Our Ideal Clients 

Where we bring the most value:

  • Who want financial peace of mind
  • Who want to retire or stay retired but don't know how to make certain it happens
  • Who believe in the value of delegating to professionals and need motivation to ensure they do the right things
  • Who recognize the value of a measurable and formulized approach to understanding their financial options and best actions

Click here to begin your Initial Assessment and Evaluation!



Really well done; communicate and respond to any questions. Regularly discuss options and their potential impact. Pursue answers until client is satisfied with the level of detail. Always pleasant and informative. The overall experience is good and has created a high level of trust.

— Ross & Carole

It has been an enormous pleasure working with Sandy for the last 7 years. Transitioning into retirement meant my finances needed a complete overhaul. With Sandy and her extended team of professionals no stone was left unturned- from budgeting, investing, taxes to powers of attorney and estate planning, we covered it all. I feared I would be overwhelmed but Sandy takes the time to get to know you and understand your financial goals, comfort levels and lifestyle dreams. Due to her professionalism, integrity and proactive planning I have something my money can’t buy- peace of mind!

— Gayle

Very professional; on top of the markets; great advice; no pressure.

— Don

Sometime after our retirement from the Canadian Armed Forces (RCAF), we knew we needed help with out investments. Sandy advised us on what we had and how it was invested, and she told us to come back in a few days and she would have a plan for us. She went back, and we were shocked at her plan as I thought our investments were good. However, she convinced us that her way was the way to go and here 30 years later we are very happy we trusted her advice. Everything she said happened and we are very pleased with our present portfolio. I have recommended other people to her and I would be happy to recommend anyone who asked me for financial advice to talk to Sandy Page.

— Doug & Margaret

We are confident in Sandy Page and her Team's abilities to do their job well. They have kept us on track and helped us work as a team.

— Dave & Maria

Sandy has been my financial and investment advisor since 1987. She is the consumate professional, providing me with solid advice. Quite frankly, I don't know what I would do without her. Sandy is not only my advisor, she is my friend.

— Basil

Sandy Page helped us take a comprehensive look at our assets and current financial needs. She also provided vital assistance in helping us in our planning for future goals. With her guidance and expertise, we were able to consolidate our investments into a package designed to provide us steady financial growth over the long term. When we meet to review or update our portfolios she demonstrates her thoroughness and professionalism in addressing any of our concerns or questions. Sandy impressed us with her ability to listen, assess our situation and to help us determine the best manner in which to meet our financial needs. We are happy to recommend her services to friends and colleagues.

— Gerry & Cheryll


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