Our Services 

The following is a summary of the wealth services you have access to when you become a client of Page & Gomes Financial Partners. The services are designed to help you and your family achieve your financial goals, personal financial security and peace of mind.

Wealth Planning, Analysis & Advice Services

Our service is commensurate with the time and complexity of your situation.

  • Goal setting & Prioritization
  • Financial independence & Retirement planning
  • Lifestyle & Cash flow planning
  • Tax Planning
  • Risk Management: death, disability and long-term care
  • Investment planning
  • Estate planning
  • Progress tracking and review

Implementation Services

When implementing product recommendations we are normally paid by the financial institution.

  • Banking or mortgages
  • Investment policy, risk management & monitoring
  • Investment manager selection & monitoring
  • Life, health & living benefits insurance

Special Services

We will provide you with full disclosure of commissions or referral fees and offset your ongoing service fees accordingly.

  • Tax return coordination
  • Estate document planning & coordination
  • Next generation planning & coordination
  • Wills & Powers of Attorney document & coordination
  • Power of Attorney for Property, Executor, Trustee & Estate Administration Support