SB
Accredited Asset Management Specialist (Sm)
ES
Assistant
IM
Financial Advisor
DM
Financial Advisor
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Compass Wealth Partners
Finance · Canada · 1-10 Employees
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Overview
Headquarters
92 Albert St, Oshawa, Ontario, L1H 4R2, ...Phone Number
(905) 665-6646Website
www.compasswealthpartners.caRevenue
<$5 MillionIndustry
About Compass Wealth Partners
Compass Wealth Partners specializes in financial planning, investment management, and insurance services for retirees, pre-retirees, and business owners. They focus on creating personalized strategies to ensure financial stability and peace of mind for their clients as they navigate retirement and wealth management. Their services include retirement income planning, estate planning, tax planning, and investment strategies tailored to individual goals. The dedicated team at Compass Wealth Partners is committed to building long-term relationships based on trust and providing clarity and support throughout their clients' financial journeys.Explore more
Compass Wealth Partners Org Chart
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Compass Wealth Partners Tech Stack
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Frequently Asked Questions Regarding Compass Wealth Partners
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Compass Wealth Partners specializes in financial planning, investment management, and insurance services for retirees, pre-retirees, and business owners. They focus on creating personalized strategies to ensure financial stability and peace of mind for their clients as they navigate retirement and wealth management. Their services include retiremen... Read More
