Paige has her Professional Financial Planning designation (PFP), Certified Senior Advisor (CSA)® designation and in the spring of 2007 earner her CIMA® designation. Paige and Barry, are two of approximately 136 Canadians, who hold this designation and there are very few if any, teams in Canada where both partners are CIMA® designees.
Paige brings to the team a strong analytical background and specializes in asset allocation design and client portfolio monitoring.
As a CSA, Paige assists our retired clients with questions not just related to financial matters, but also with other areas related to aging such as helping a loved one, providing support for seniors who want to remain independent, and learning how to access eldercare options.
CIMA® (Certified Investment Management Analyst) is a trademark of the Investment Management Consultants Association. AIF® and AIFA® is a tradmark of The Center for Fiduciary Studies and is awarded to individuals who successfully complete initial and ongoing accreditation requirements. |