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Case Studies

Click on the links below to view 3 unique case studies from satisfied clients.

How Amy & Frank's Retirement
Goals Became a Reality

How Beverly Supercharged
Her Path To Retirement

How Sanjay & Alicia Went From
Major Financial Risks To
Their Retirement Dreams

Case Studies & Success Stories

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Hot Topics

Estate Planning
Travel Insurance
Retirement Planning
Pension Transfers
Custom Investment Strategies
Income Tax Planning
Eldercare
Wills

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About Us

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).

We are never satisfied until you are.

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