3 Best Financial Services in Oshawa

“Compass Wealth Partners is a family-owned financial planning firm with a team that continually strives to help every client realize their financial dreams. Stephen Musial is the firm's certified financial planner. With over 27 years of experience serving investors and their families, including business community members, he holds his Certified Financial Planner designation. Before establishing his wealth management firm in 1999, he honed his skills as an investment advisor at Laurentian Financial Services. Whether your goal is to save for a new home or retirement, protect loved ones from financial losses, or manage your portfolio wisely, Compass Wealth Partners has the experience and resources to meet your needs.”

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“B G Financial Corporation is an independent financial consultancy whose goal is to help each client meet their unique financial goals. Brandon Gurley is the firm's certified financial planner. As a Certified Financial Planner®, he continually strives to help clients realize their financial dreams. Whether your goal is to save for a new home or retirement, protect loved ones from financial losses, or manage your portfolio wisely, he has the experience and resources to meet your needs. Understanding financial planning increases your chances of achieving your financial goals, and they are committed to supporting you in this journey. They value investor education as it strengthens client relationships, ensuring personalized financial guidance tailored to your needs. B G Financial Corporation is located in Oshawa and serves clients in the Durham Region and surrounding areas.”

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“Johnathan Pollock is the firm's managing partner at Thompson & Pollock Wealth. Thompson & Pollock Wealth's team eliminates the guesswork and helps you make the financial choices that set you up for success. They assist families with planning and specialize in nurturing small businesses, with a keen focus on the trade sector. Their approach combines professional expertise with a refreshingly approachable and engaging experience. They're not just advisors; they're partners in building your wealth, attracting top talent, and creating a legacy of generational wealth. They are committed to proactive and hands-on financial planning strategies tailored to your needs. Whether you're planning for retirement, managing investments, or expanding your business, their dedicated team is here to provide the guidance and support you need to achieve your financial goals and secure your future.”

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