Compass Wealth Partners

About

A family-owned firm providing independent financial advice for over 20 years. Mutual Funds Provided through FundEX Investments Inc.

Story

When we think about the most important things in life our thoughts always come back to great people. Family and friends contribute lasting memories at home, at the cottage and on special occasions. We may not always remember the car we were driving, or the clothes we were wearing, but we usually remember the people we were with. Essentially, it all boils down to relationships!

Have you ever thought about your relationship with money?

Over the past 20 years, we find it interesting that in speaking to people from all walks of life and all income levels; absolutely no one seems to be immune from having relationship issues with money.

Our experience has taught us many things, including:

Wealth is not only measured by the size of your bank account; it is also measured by the size of your address book.

“Happiness often sneaks in through a door you didn’t know you left open” - John Barrymore

Similar to Newton’s 3rd Law of Motion, for every financial action there is a clearly defined reaction.

So do you think you currently enjoy a healthy relationship with money? If you received a $1,000,000 windfall would your relationship with money change? Would it simplify or complicate matters?

At Compass Wealth Partners, we believe that our network of personal and business mentors has enriched our ambition and ability to work with determined Canadians. In advising our clients, we also believe in:

Educating clients and providing steady guidance and direction

Providing investment advice to support beneficial behavioural tendencies

Support for individuals and families when making key financial decisions

Support for business owners when generating business building ideas

Specific solutions that are understandable, attainable and personalized to your unique circumstances

In this ever changing world we live in, during good times and bad, we look forward to helping you maintain and grow a positive experience with your finances.