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.
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About Us
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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.
Services
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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.
How We Help
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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.
Protecting your family
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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.
Your investments
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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.
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