Compass Private Wealth
Finance · Canada · 11-50 Employees
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Overview
Headquarters
501 Hanlon Creek Blvd 0a1, Guelph, Ontar...Phone Number
(519) 836-9910Website
www.compassprivatewealth.caRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
2
2
2
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2
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
Company Profile Activity
Activity Insights
Compass Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Compass Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Compass Private Wealth.
Compass Private Wealth Tech Stack
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Compass Private Wealth News & Media
Raymond James Ltd. appoints Peter Moores as Chief Executive Officer - Newswire.ca
/CNW/ - Raymond James Ltd. (RJL) today announced the appointment of Peter Moores as Chief Executive Officer, pending necessary regulatory approval. Peter joins...
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Frequently Asked Questions Regarding Compass Private Wealth
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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
