Compass Wealth Partners
A Family-Owned Firm Providing Independent Financial Advice for Over 20 Years - We provide a broad range of services, products and plans to meet the diverse needs of our clients. Services we offer are as follows (please visit our website for a more detailed description); Financial Planning Services Retirement Planning Investment Tax Minimization Estate Planning Portfolio Analysis Insurance Analysis Online Portfolio Access Financial Calculators Online Financial Library Life Planning Resources Monthly Email Newsletters Products and plans we are offer are as follows; Mutual Funds GIC's Disability Insurance Life Insurance Long Term Care Insurance Critical Illness Insurance Group Benefits Plans Segregated Funds Annuities Tax Free Savings Accounts RRSPs, RDSPs, RRIFs, RESPs LIFs and LIRAs
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Distinct roles
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1
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Daniela Musial
Financial Advisor · Finance & Accounting
EmailPhone - ES
Emma Snider
Assistant · General Business & Management
EmailPhone - SM
Stephen Musial
Senior Partner, Certified Financial Planner · Finance & Accounting
EmailPhone
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Top roles at Compass Wealth Partners
5 distinct titles indexed · top 5 shown.
- 1assistant
- 1certified financial planner
- 1client services coordinator
- 1financial advisor
- 1senior partner, certified financial planner
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