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.
Mutual Funds Provided Through FundEX Investments Inc.