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.
As an Office Administrator, Daniela handles the day-to-day operations of the office to help ensure that all work is being done to the highest of standards and to client's full satisfaction. She believes that her role is to develop and nurture long-lasting relationships to ensure the success of all clients as well as key stakeholders of Compass Wealth Partners.
Daniela proudly came to Canada back in 2010 from Colombia. Upon entering the workforce, she has spent her time helping clients with their finances as a Customer Service Representative at the Bank of Nova Scotia. She also has a college education in Interior Decorating at Conestoga College in Kitchener, ON.
In her free time, Daniela loves to spend time with her family, which includes her three young children. She loves to walk, cycle, play volleyball and is very crafty with a sewing machine which comes in handy when making Halloween costumes and unique clothing for her family.
As an Office Administrator, Emma focuses on connecting people with the resources they need to make their experiences with our office team as enjoyable as possible. Coordinating appointments with clients and acting as our Chief Office Concierge, you will often find Emma helping clients by fully understanding their needs to provide top-notch assistance.
Emma’s professional career initially began in the financial industry and progressed into Marketing and Business Development. While her job description has changed over the years, her dedication to helping others has not. Working as part of the team at Compass Wealth Partners has proved a good fit for Emma, coupled with her strong commitment to helping others.
Valuing time with her family, Emma gave up the commute to Toronto and joined the team at Compass Wealth Partners. Working closer to home, allows her time to focus on her husband, two kids and the newest addition: their dog Pepper. Don’t be surprised to also find Emma on the jogging path or spending time outdoors to help her recharge to take on life’s next challenge.