Client Success Stories

"The professionalism has always been amazing. Your commitment in better serving your client's has always been noticeable. Have been very satisfied in your financial team. Thank you." – Lori & Randy S.

"Excellent staff, know their clients and their aspirations." – Shirley P.

"We have been dealing with Compass Wealth Partners for over 10 years. They are very friendly easy to talk to concerning your financial needs for the future. I have always done good with them and I would never have anyone else handle my financial needs for the future. I have referred several people and they all have been happy with the work that they do for them. They go over everything thoroughly with you at the beginning and ask you to come in once a year to discuss your accounts." – Kristal P.

"Compass Wealth Partners have always been a great experience! A team that has always been available to answer my questions and offer helpful advice when dealing with my wife and mine's investments. I would highly recommend them!" – Jasen C.

"I have always had a very good experience with both Steve and ĺsaac. They take time to make sure I understand everything before I leave the office." – Rita K.

"Great services provided. Friendly, knowledgeable and they take the time to explain your financial options." – Tony F.

"We have been with Steve for many years and have always been satisfied with what he has done for us. Now that Isaac has joined the company we are doubly blessed. They deal with all questions or problems we might have. Nothing seems to be too much for them." – Randy & Rita L.

"We have been clients of Compass Wealth Partners since 2014. Our eldest son graduated from High School in 2015, so Isaac helped us organize our family RESP. We have 2 son's who are 5 years apart in age. Isaac always responds quickly and helps us get the job done in a timely fashion. This has made our life a lot easier, having his expertise and assistance. Thanks Isaac." – Katherine D.

"My wife and I have been clients with Compass Wealth Partners for over 3 years. We felt very comfortable investing with them as my parents had been very satisfied clients for over 15 years. They have always offered sound financial advice based on our investment objectives and our personal needs. They keep in regular contact with us and provide us with advice as our needs and markets change. I’m very comfortable recommending their services to family and friends." – Eric S.

"Your services meet my needs and I thank you for that!" – Pat F.

"I have been a client of Compass Wealth Partners for over 15 years. They have a great work ethic and are willing to go “that extra mile” to give advice and help. I trust them implicitly and would not hesitate to recommend their services to my family and friends." - Zoe M.