Compass Private Wealth
Finance · Canada · 11-50 Employees
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Overview
Headquarters
501 Hanlon Creek Blvd A1, Guelph, Ontari...Phone Number
(519) 836-9910Website
www.compassprivatewealth.caRevenue
<$5 MillionIndustry
About Compass Private Wealth
Compass Private Wealth is a registered portfolio management firm in Ontario, Quebec, and British Columbia, dedicated to providing trust-based relationships through personalized wealth management services. They focus on helping clients navigate their financial journeys, particularly in retirement planning and investment management. With a commitment to integrity and client education, they aim to nurture clients' wealth while ensuring the safeguarding of assets through an independent custodian, Raymond James Ltd. Their target clients are individuals seeking tailored financial guidance for a secure future.Explore more
Compass Private Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Compass Private Wealth
<$5M
11-50
Private
-
2015
Lloyd CostleyChief Operating Officer & Chief Risk Officer
Compass Private Wealth Tech Stack
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Compass Private Wealth is a registered portfolio management firm in Ontario, Quebec, and British Columbia, dedicated to providing trust-based relationships through personalized wealth management services. They focus on helping clients navigate their financial journeys, particularly in retirement planning and investment management. With a commitment... Read More
