(905) 430-8099

Welcome

Compass Wealth Partners is a financial planning office located in Whitby, Ontario serving successful clients in the Durham Region (Ajax, Pickering, Port Perry, Whitby, Brooklin, Blackstock, Uxbridge, Oshawa, Clarington, Courtice, Bowmanville).

What can your wealth do for you?

You've worked hard for your money, so controlling risks and minimizing taxes is important. In working with our clients, we know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals in a way that makes sense to you.

In working with our team, you will benefit from the personalized wealth management plan created for you, which walks you through every step of the way to reach your financial goals and aspirations. We help you seamlessly breakdown the financial planning process into easy steps which will leave you feeling empowered.

Contact us here or see examples below on how can we help you strengthen your relationship with money throughout your lifetime.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.


Client Success Stories


“We have always received a warm welcome from everyone in the office. Steve and Isaac have handled our investments for many years. All changes, whether positive or negative have been explained to us in layman terms so we always understand what is happening with our investments. Their rapport with our family and grandchildren is exemplary. We wouldn't hesitate to recommend Compass Wealth to anyone and everyone. Thanks for caring for us.”


“We have had Steve as our financial advisor for many years. He is easy going, professional, and makes both of us very comfortable regarding our portfolio. In our opinion, he has done a stellar job for us in our retirement planning in which we are now enjoying the benefits of his sound financial advice. We like to consider Steve as a friend as well as a Certified Financial Planner and we wish him nothing but the best and continued success in what is sometimes a difficult climate.”


"Have been associated with Steve Musial for my financial planning needs for approximately 25 years. Have always found his advice and handling of my account to be satisfying, comforting and rewarding. I am retired now & live in Florida and appreciate the extra income I receive due to his excellent advice and guidance. It has been so nice knowing that his son Isaac has joined him at Compass Wealth, I so enjoy his enthusiasm for the business. I highly recommend Compass Wealth. I trust them."


"Absolutely Fantastic!!!! Thank you to everyone at Compass Wealth Partners! Extremely knowledgeable & professional; listened to my needs, courteous staff, responded extremely quickly to correspondence; excellent customer service."


"Have always had a very good experience with Steve and his group. They always take the time to explain what's going on and provide valuable feedback on our investments. They are very good at making themselves available to answer any and all questions. They are always stressing patience when the market is volatile. Lots of wealth and knowledge. Thank you."

Video Slideshow

Our Services At a Glance
Our Approach
The Planning Process
Our Investment Philosophy
Ajax Pickering Board of Trade
Certified Financial Planner