Company Email Format Management

Compass Wealth Partners

Financial Services Oshawa, Ontario, Ca 5 employees

Employees: 5
Contacts: 1
Emails: 1

compasswealthpartners.ca LinkedIn

Compass Wealth Partners Overview

Headquarters: Oshawa, Ontario, Ca
Website: compasswealthpartners.ca
Industry: Financial Services
Employees: 5
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Mutual funds exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

About Compass Wealth Partners

---- A Family-Owned Firm Providing Independent Financial Advice for Over 20 Years ----- We provide a broad range of services, products and plans to meet the diverse needs of our clients. Services we offer are as follows (please visit our website for a more detailed description); Financial Planning Services Retirement Planning Investment Tax Minimization Estate Planning Portfolio Analysis Insurance Analysis Online Portfolio Access Financial Calculators Online Financial Library Life Planning Resources Monthly Email Newsletters Products and plans we are offer are as follows; Mutual Funds GIC's Disability Insurance Life Insurance Long Term Care Insurance Critical Illness Insurance Group Benefits Plans Segregated Funds Annuities Tax Free Savings Accounts RRSPs, RDSPs, RRIFs, RESPs LIFs and LIRAs

Compass Wealth Partners Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Compass Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris	Certified Financial Planner at Compass	Oshawa, Ontario, Canada	View
Daniela Musial	Financial Advisor at Compass Wealth	Oshawa, Ontario, Canada	Email
Rachel Jansz, Mba	Empowering Clients to Navigate	Ajax, Ontario, Canada	View