---- 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
Company Details
- Employees
- 5
- Address
- 92 Albert Street, Oshawa,ontario L1h 4r2,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compasswealthpartners.ca
- Keywords
- Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc..
- HQ
- Oshawa, Ontario
- Competitors
- First Atlantic Private Wealth, HQ Toronto, Applaud - People in Public Service, TWM Group, Réviseurs Québec / Editors Québec, Affaires francophones | Francophone Affairs, LeRoy Wealth Management Group - IPC Securities Corporation, H & N Tax Services, Howe Harrell & Associates, PEN Canada (Official).
Compass Wealth Partners Questions
Compass Wealth Partners's website is compasswealthpartners.ca
Compass Wealth Partners's LinkedIn profile is https://ca.linkedin.com/company/compass-wealth-partners
Compass Wealth Partners has
5 employees.
View email and phone details for 5
employees at Compass Wealth Partners.
Compass Wealth Partners's industry is
Financial Services
Compass Wealth Partners's top competitors are
First Atlantic Private Wealth,
Hq Toronto,
Applaud - People In Public Service,
Twm Group,
Réviseurs Québec / Editors Québec,
Affaires Francophones | Francophone Affairs,
Leroy Wealth Management Group - Ipc Securities Corporation,
H & N Tax Services,
Howe Harrell & Associates,
Pen Canada (Official).
Compass Wealth Partners's categories are Financial Services
