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Our Services

We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info.

Services

  • Retirement Planning
  • Investment Tax Minimization
  • Estate Planning
  • Portfolio Analysis
  • Insurance Analysis
  • Online Portfolio Access
  • Financial Calculators
  • Online Financial Library
  • Life Planning Resources
  • Monthly Email Newsletter
Products
  • Mutual Funds
  • GIC's
  • Disability Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Critical Illness Insurance
  • Group Benefits Plans
  • Segregated Funds
  • Annuities

Plans

  • Tax Free Savings Accounts
  • RRSPs,
    RDSPs,
    RRIFs,
    RESPs
  • LIFs and
    LIRAs

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

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.

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About Us

Compass Wealth Partners is a financial planning office located in Oshawa, 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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