Get to the top of the directory by claiming your business!
Compass Wealth Partners

Compass Wealth Partners

Claim Business
4.9 Google Review
92 Albert St, Oshawa, Ontario, L1H 4R2, Canada
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

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.

INDUSTRY BLOGS

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore. Ready...

Smithville Whiskey

Single Malt vs. Blended Whiskey: A Comprehensive Guide

#whiskey #smithville

Whether you are a whiskey connoisseur or a casual enthusiast, understanding the nuanced world of whiskey can be a delightful pursuit. Two terms that often spark curiosity are...

Smithville Whiskey

Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

The Earliest Instances of Whiskey in World History

#whiskey #smithville

The history of whiskey, or whisky as it's spelled in some countries, is long and somewhat shrouded in time. While the exact origins of whiskey are unclear, we can trace its ancestry...

Smithville Whiskey

A Spirited History: The Role of Whisky During American Prohibition

#whiskey #smithville

Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history...

Smithville Whiskey

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

#whiskey #smithville

Whiskey, the golden spirit of the Gaelic lands, embodies more than just a delightful drink. In both Ireland and Scotland, it's a cultural touchstone, holding centuries of history,...

Smithville Whiskey

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

Whiskey Production: 18th Century Methods vs Modern Techniques

#whiskey #smithville

In the 18th century, the choice of grain for whiskey production was largely determined by regional availability. In Scotland and Ireland, barley was the predominant grain, while...

Smithville Whiskey


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

Opening Hours

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