As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Stephen is uniquely qualified to help clients and their families with long-term personalized financial plans, along with overseeing portfolio design. He specializes in transition events, such as pension transfers, real estate sales and changes in family dynamics (i.e. marriage of a child; death of a spouse; separation/divorce).
With over 27 years serving investors and their families, including members from the business community, Stephen holds his Certified Financial Planners designation. Prior to establishing his own wealth management firm in 1999, Stephen honed his skills as an investment advisor at Laurentian Financial Services.
To take advantage of his downtime, Stephen enjoys woodworking, bicycling, gardening, reading and travel. Living in Oshawa, Ontario he always looks forward to his monthly social fundraising pot luck dinners, but will drop everything to spend time with his wife, children and grandchildren.
Isaac specializes in helping clients realize their life-long financial dreams by putting a plan into place to help them succeed. His main focus is helping to create and maintain investment portfolios and implementing risk strategies through careful insurance planning.
Isaac has experience from his previous career helping business owners solve complex problems. He is currently working towards the completion of his Certified Financial Planners (CFP) designation. He is currently licensed to sell mutual funds and insurance products including life, disability and critical illness insurance. Isaac is an active member in the business community as a member of the Ajax-Pickering Board of Trade and the Greater Oshawa Chamber of Commerce. He graduated from the University of Guelph with a Bachelor of Arts (BA) degree in Criminal Justice and Public Policy.
In his free time, Isaac enjoys spending time with his young family but especially enjoys cycling, hiking and jogging. Isaac feels strongly about giving back to the community and as a result he actively supports various cancer foundations including Terry Fox Foundation and Hearth Place Oshawa.
When my husband was transferred from Toronto to work in the Durham Region, we packed our bags without hesitation. Having grown up in small town Ontario, and after living 15+ years in Canada’s largest city, we welcomed the chance to slow down and get a little closer to my roots.
As a teen, I worked in my entrepreneurial family’s home office in the Ottawa Valley. After a move to Toronto, I worked with numerous companies including various doctor’s offices, a fashion wholesaler and an upscale bakery. I discovered that the most comfortable, trustworthy and successful businesses are those that are rooted with strong family values and that strive for a family oriented atmosphere. So when I was offered the opportunity to join Stephen and Isaac’s team at Compass Wealth Partners, there was an immediate sense of belonging.
With my new beginning in financial planning, I look forward to the challenges in learning the processes and systems aligned with the business. In meeting with several clients already, I am grateful to be welcomed into the fold and to see the extra mile that our team will go to support them. I am excited to bring my years of administration experience to assist our clients and take our service to the next level.