Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Do you ever find yourself worrying about retirement? Unsure about how much money you'll need? Trying to figure out how all the pieces fit? Proper retirement planning is no easy task as there are lots of moving parts.
But with the help of our retirement experts, we can help you make sense of your situation and support you on your journey towards a successful retirement. We'll help you adopt a new "retirement-ality" about your future once you can see the clear path towards achieving your unique lifegoals. And help you have a better relationship with your retirement so that you can keep living the life you desire.
But with the help of our retirement experts, we can help you make sense of your situation and support you on your journey towards a successful retirement. We'll help you adopt a new "retirement-ality" about your future once you can see the clear path towards achieving your unique lifegoals. And help you have a better relationship with your retirement so that you can keep living the life you desire.
Services
As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more info. Thank you to everyone at Compass Wealth Partners! Extremely knowledgeable & professional; listened to my needs, courteous staff, responded extremely quickly to correspondence.
There is a well known saying that goes."Nobody plans to fail, they just fail to plan". This wisdom rings especially true in the lives of Canadians when it comes to their financial success strategies. Insurance is the easiest way to protect your family from unforeseen events. Most people have car insurance and health insurance, but not everyone knows the importance of life or travel insurance.
Without barely a moment's thought, you would protect your family from an immediate threat. But would you make a plan to protect them from one in the future? It's easy to respond to problems in the present, but it's much more difficult to look ahead with the same urgency, especially for situations we would prefer not to think about.
Do you ever feel like life is too automated? Maybe you're suspicious of the cruise control feature on your car. You're not a fan of auto-pilot on commercial flights. You prefer to know that an experienced individual has their hands on the wheel and is ready to respond to new conditions. Some clients think their financial advisor is running on auto-pilot.
Reviews (15)
Salami Toyin
Jan 03, 2022
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Her trading is second to none, Lilian Wilson has a successful mindset alongside superior technical knowledge. Amazing work culture, everyone is willing to invest with her because she makes good profit of over $12,050 with just minimum of $1000 in 7 days, Contact her on Email: lilianwilson220@gmail.com or WhatsApp:+1 (315) 696-7425
Ramabale Mdeeh Nange
Jan 03, 2022
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I promised that I'm going to testify if my trading was successful' It takes so much time and effort to know the right Trade expert to win trade, After all my research I came in contact with her and I've learned a lot with her in this few years. I'm so impressed with the profit she helped me made, What I love about her is consistency, she's awesome. I just made my withdrawal of 15,000 $ USD. Reach out to her for the best forex trading result. Contact her via email:lilianwilson220@gmail.com WhatsApp:+1 (315) 696-7425
Loveth Terry
Dec 30, 2021
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I'm saying this because I was able to recover my funds. Thanks to a recovery specialist and best forex trader Miss Allen martha She is the best Trade expert in Binary and Forex Options ... Contact her now via google mail for more inquiries. WhatsApp: +1 (302) 219-6094 Gmail: allenmartha897@gmail.com
Vivian Taniohwo
Oct 15, 2021
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Mrs victoria crypto my best ever recommendation. Never imagined getting so much profits within a short period of time , it happened surprisingly I got it , this is huge for me and super happy and excited for this win , it’s a great start for me in line of trade, you been a genius trader Mrs victoria crypto .you finally put a smile on my face , despite telling you my problems you didn’t take advantage of me , thanks a lot Mrs victoria crypto You can reach her Via WhatsApp:+13153028202 Email: victoriacrypto062@gmail.com
Jessy Osaro
Sep 30, 2021
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Mrs Brenda William is sure a blessing into my life and that of my family, with minimum investment of $600, be rest assured to make your withdrawal of $7,200. After loosing my job I have no where to lay my heads upon until I was introduce to Mrs Brenda William by a friend who advise me to invest into her bitcoin trading and now my life have really change. Visit Mrs Brenda William on WhatsApp: +1 (805) 491-5639. Email: brendawilliam784@gmail.com.
Natalie Musial
May 07, 2020
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Jennifer Labaj
Oct 24, 2019
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I've had a great experience working with Isaac and the team at Compass Wealth Partners both personally and with company RRSP. They have so much knowledge about their industry. They are always quick to respond and communicate so that you understand for us non-investment industry people. Thanks for all your help past, present and future!
Samanatha Paterson
Sep 21, 2019
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Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others.
Sean Stewart
Sep 13, 2019
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Nicole Gibson
Feb 13, 2019
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Isaac Musial plays an integral role in the local business community! He is an absolute delight to work with and enjoys supporting local entrepreneurs and organizations. We have partnered with him a number of times in the way of educational seminars for our members. Isaac, thank you for everything you do and for being a part of our member family!
Keira Sayeau
Oct 28, 2017
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This afternoon I had a phone consult with Isaac Musial, Financial Advisor at Compass Wealth Partners, and Laura Stevens, Licensed Assistant, to discuss RESPs and RDSPs. My little family has grown recently, and so we are looking to plan for the future. I found Isaac and Laura both to be very knowledgeable about this field and very accommodating. They anticipated and thoroughly answered my questions, and offered extra resources. I would highly recommend Compass Wealth Partners to anyone in need of help with financial planning, and look forward to trusting them with managing our accounts and assisting
JanetEric Smith
Sep 25, 2017
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Compass Wealth Partners have been providing our family with financial services for more than 15 years. Their team has always been very helpful at explaining our options. They always answer all of our questions and concerns to ensure we are satisfied and comfortable with our investment choices. We truly appreciate all the advice and help they give us! We would, without a doubt, recommend them to our family and friends.
Eric & Jeanette S.
Eric & Jeanette S.
Carol Carmichael
Aug 21, 2017
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I have been working with Isaac for several years now.... and have found him to be very helpful and easy to understand, when I have questions or concerns he is able to explain things to me in a way that makes sense. He
has made suggestions for planning my retirement and is very knowledgeable about the economy and looking towards the future
has made suggestions for planning my retirement and is very knowledgeable about the economy and looking towards the future
Joey Bishop
Jul 27, 2017
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Steve and Isaac are both friendly and always willing to take the time to explain everything in full and answer all my questions. They are punctual and the feeling when you arrive at their office is welcoming.
I never feel rushed and I am confident that I am getting excellent advice. I highly recommend Compass Wealth Partners.
I never feel rushed and I am confident that I am getting excellent advice. I highly recommend Compass Wealth Partners.
Lori Rule
Jun 23, 2017
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