Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris
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Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris Email & Phone Number

Certified Financial Planner at Compass Wealth Partners
Location: Oshawa, Ontario, Canada 6 work roles 4 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Compass Wealth Partners
Role
Certified Financial Planner
Location
Oshawa, Ontario, Canada
Company size
5 employees

Who is Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris? Overview

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Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris is listed as Certified Financial Planner at Compass Wealth Partners, a with 5 employees, based in Oshawa, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris.

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris previously worked as Certified Financial Planner at Mc Wealth Management and Certified Financial Planner and Franchise President at Money Concepts Whitby And Investia Financial Services Inc.. Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris holds Cfp, Certified Financial Planner from Financial Planning Standards Council.

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Email format at Compass Wealth Partners

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Compass Wealth Partners

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Profile bio

About Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris is a Certified Financial Planner at Compass Wealth Partners.

Current workplace

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's current company

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Compass Wealth Partners
Compass Wealth Partners
Certified Financial Planner
oshawa, ontario, canada
Website
compasswealthpartners.ca
Employees
5
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6 roles

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
Compass Wealth Partners

Oshawa, Ontario, Canada

Compass Wealth Partners provides comprehensive Financial Planning advice, Insurance products through PPI and Mutual Funds through Investia Financial Services Inc.

Jul 2024 - Present

Certified Financial Planner

Mc Wealth Management

Ajax, Ontario Canada

MC Wealth Management provides comprehensive Financial Planning advice, Insurance products through National Financial Insurance Agency Inc. and Financial Horizons Group.www.mcwealthmanagement.ca

Jul 2014 - Jul 2024

Certified Financial Planner And Franchise President

Money Concepts Whitby And Investia Financial Services Inc.

Certified Financial Planner offering comprehensive financial plans for Individuals and Small Business owners. Also offer mutual finds provided through Money Concepts and Investial Financial Services Inc. Mutual Fund Dealer and insurance products affiliated with National Financial Insurance Agency Inc.

May 1998 - Jun 2014

Manager, Administration Accident & Health Reinsurance

Sun Life Financial
Sep 1991 - Mar 1998

Internal Auditor

Nestle S.A.

Toronto, Ontario

Audit various factories and companies owned by Nestles.

May 1991 - Jul 1991

Financial Analyst

Saint John Shipbuilding

Saint John, New Brunswick

Various financial, accounting and internal auditing responsibilities for Saint John Shipbuilding regarding the Canadian Frigate Program.

May 1986 - Apr 1991
Team & coworkers

Colleagues at Compass Wealth Partners

Other employees you can reach at compasswealthpartners.ca. View company contacts for 5 employees →

ES Emma Snider Emma Snider Colleague at Compass Wealth PartnersOshawa, Ontario, Canada View → DM Daniela Musial Daniela Musial Colleague at Compass Wealth PartnersOshawa, Ontario, Canada View → SM Stephen Musial Stephen Musial Colleague at Compass Wealth PartnersWhitby, Ontario, Canada View → MP Martina Peterson Martina Peterson Colleague at Compass Wealth PartnersSioux City, Iowa, United States View →
4 education records

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris education

Cfp, Certified Financial Planner

Financial Planning Standards Council

Mortgage Agent, Mortgage

Canadian Association Of Accredited Mortgage Professionals

Qualified Mortgage Agent with Northwood Mortgage

Cpa, Cma, Certified Professional Accountand/Certified Management Accountant

Society Of Management Accountants
FAQ

Frequently asked questions about Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris

Quick answers generated from the profile data available on this page.

What company does Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris work for?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris works for Compass Wealth Partners.

What is Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's role at Compass Wealth Partners?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris is listed as Certified Financial Planner at Compass Wealth Partners.

Where is Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris based?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris is based in Oshawa, Ontario, Canada while working with Compass Wealth Partners.

What companies has Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris worked for?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris has worked for Compass Wealth Partners, Mc Wealth Management, Money Concepts Whitby And Investia Financial Services Inc., Sun Life Financial, and Nestle S.A..

Who are Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's colleagues at Compass Wealth Partners?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris's colleagues at Compass Wealth Partners include Emma Snider, Daniela Musial, Stephen Musial, and Martina Peterson.

How can I contact Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris?

You can use AeroLeads to view verified contact signals for Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris at Compass Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris attend?

Deborah Mcculloch, B. Comm., Cpa, Cma, Cfp, Ris holds Cfp, Certified Financial Planner from Financial Planning Standards Council.

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