Helping You Steer
You believe that trust and integrity form the basis of a strong working relationship, so do we.
Unlike some advisors who are trying to build a big business and who attempt to be all things to all people, we prefer to be all things to some people.
Our ApproachLeading You Through Retirement
You’ve worked hard, saved diligently and invested responsibly your entire life.
We can nurture your wealth so you can live life on your terms, while planning for your family’s future.
Our ClientsYour Compass Crew
We believe that freely sharing our knowledge with our clients helps build a more solid relationship, one grounded in trust and understanding.
It’s a source of satisfaction not only for our clients, but for us, as well.
Meet Us
Your Fiduciary Partners
Compass Private Wealth is registered as a portfolio management firm in Ontario, Quebec and British Columbia. Raymond James Ltd is our preferred custodian, providing safekeeping of assets, online access and account statements to our clients. The custodial firm reporting to you is independent of the firm managing your portfolio. Our Clients receive investment management and applicable Financial services combined with the security of one of North America’s most sound financial institutions.
Our ApproachIndustry News
All Crises End: Coming Through Stronger Together
As COVID-19 spreads, life has been upended for a short time, it’s been an emotional and stressful experience for us all. I hope that you and your family are safe, healthy, and managing as best you can.
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