It's your money...and your retirement.

You've worked hard for your money, so retirement planning, investing wisely and controlling your risks are all very important. We understand that. We know that most Canadians are looking for a simple plan to help them reach their retirement objectives. One of our financial advisors will help you make the most of your investment opportunities to achieve your goals and secure the future you dream of.

We are experts at helping you make the most of your hard earned money by understanding your unique needs and providing simple solutions to help you plan for a bright future. When it comes to retirement income planning, we assist our clients with integrating their Canada Pension Plan and Old Age Security income with other retirement income streams.

With many baby boomers expected to receive substantial inheritances from their parents over the next 15 years, more and more Canadians are looking for advice often turning to topics such as wills, probate and estate or inheritance tax. If you have questions about estate planning, probate, trusts or any other financial planning topics contact our office for a complimentary appointment to discuss your situation.

Our website includes hundreds of resources to help our clients with questions about a variety of important financial topics. We have information about RRSPs, RESPs, mutual funds, term life insurance, segregated funds and many other products and services Canadians use to achieve their financial goals. If you are looking to do some quick calculations about your retirement savings, check out our Financial Calculators page.

We'll work hard to earn your trust. Before making any recommendations, we will always carefully consider all of your needs, goals and dreams. This process helps implement a well-constructed financial plan to help you achieve the financially secure future you deserve.

Click here to book your FREE introductory meeting with a member of our team to find out how you can start your journey forward towards financial success.

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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."

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Our Services At a Glance
Our Approach
The Planning Process
Our Investment Philosophy