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Compass Wealth Partners

Compass Wealth Partners

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4.9 Google Review
92 Albert St, Oshawa, Ontario, L1H 4R2, Canada
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Refresh Reviews 4.9


Jun 29, 2017
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.

Aug 8, 2017
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.

Jun 23, 2017
Absolutely fabulous! Friendly, helpful - they actually treat me like a person, with individual needs and goals. They respond to my emails, and are happy to answer any questions I might have. I would absolutely recommend them to anyone.

Jun 16, 2017
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

Jun 16, 2017
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.

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Opening Hours

Mon:9 am - 5 pm
Tue:9 am - 5 pm Today
Wed:9 am - 5 pm
Thu:9 am - 5 pm
Fri:9 am - 5 pm