Compass Wealth Partners

Name: Compass Wealth Partners
Address: 92 Albert St, Oshawa, ON L1H 4R2, Canada, H, Canada

4.9/5 ★ based on 8 reviews

Contact Compass Wealth Partners

Address :	92 Albert St, Oshawa, ON L1H 4R2, Canada
Phone :	📞 +9899
Website :	http://www.compasswealthpartners.ca/
Categories :	Financial institution , Financial planner , Insurance broker , Investment service ,
City :	H

92 Albert St, Oshawa, ON L1H 4R2, Canada

Best Financial planner in Canada

J	Joey Bishop on Google ★ ★ ★ ★ ★ 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.
A	Amy Ironside on Google ★ ★ ★ ★ ★ It has been a great experience working with the team at Compass Wealth Partners. They have so much knowledge about their industry and it helps people like myself, who know nothing, have a better understanding about investing and making the most of our hard earned money.
K	Keira Sayeau on Google ★ ★ ★ ★ ★ 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 in planning out our family's future finances.
J	Jennifer Labaj on Google ★ ★ ★ ★ ★ 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!
S	Sean Stewart on Google ★ ★ ★ ★ ★ Isaac truly cares about helping his clients and ensuring that they are well taken care of. I have learned several new wealth building strategies from conversations with Isaac and I like his friendly, approachable communication style. He is a trusted wealth advisor who I am happy to recommend.
J	JanetEric Smith on Google ★ ★ ★ ★ ★ 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.
S	Samanatha Paterson on Google ★ ★ ★ ★ ★ 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.
N	Nikeba Buckland on Google ★ ★ ★ ★ ★ The team at Compass Wealth Partners has helped us organize our finances and helped our growing family feel more secure about our future. Isaac and the team have great knowledge of the industry and are quick to respond and ensure we understand our investments. Thank you for all that you do!