Compass Wealth Partners is an autonomous financial establishment with a familial ownership structure situated in Oshawa. The firm holds a seasoned vantage point within the industry. The dedicated team of professional financial advisors at Compass Wealth Partners remains ceaselessly committed to facilitating the realization of each client's entire spectrum of financial aspirations. The cornerstone of Compass Wealth Partners' methodology rests in crafting personalized investment portfolio blueprints, with a profound emphasis on individual nuances. Their 5-point wealth-building program is meticulously devised with the primary focus on accommodating the unique prerequisites of each client. Inclusivity is a defining feature of their repertoire, as they furnish a comprehensive array of services, products, and plans, each tailored to address the multifaceted needs of their diverse clientele. The firm executes a thoughtfully structured financial strategy that paves the way toward a future of financial security. Compass Wealth Partners also extends the generosity of complimentary assessments to their clients, underlining their commitment to delivering value and insight.
UNIQUE FACTS:
• Over 30 Years
• On-Site Services
• Free Wealth Assessment
• Online Appointments.
Best Financial Services in Oshawa
Expert recommended Top 3 Financial Services in Oshawa, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
COMPASS WEALTH PARTNERS REVIEWS
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.
The team at Compass Wealth Partners has helped us organize our finances and helped our growing family feel more secure about our future. Isaac and the team have great knowledge of the industry and are quick to respond and ensure we understand our investments. Thank you for all that you do!
Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
B G Financial Corporation is an autonomous enterprise specializing in financial planning, operating near Oshawa. With a wealth of over 12 years of experience within the financial services arena, the firm has honed its expertise. Playing a pivotal role is Brandon Gurley, a certified financial planner within the organization. B G Financial Corporation extends its support to clients across diverse realms, including investments, life insurance, annuities, mortgages, group benefits, and pensions. The firm adopts an approach that streamlines investor interaction by providing a single point of contact. To augment accessibility, they furnish online tools that furnish insights into economical insurance solutions. A pivotal aspect of their methodology is encapsulated in the notion of tailoring financial plans meticulously to align with your aspirations, objectives, and dreams. B G Financial Corporation is driven by the ethos of constructing a comprehensive and well-structured financial blueprint that encapsulates your individual requirements.
UNIQUE FACTS:
• On-Site Services
• Online Appointments
• Affordable Insurance Solutions.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
B G FINANCIAL CORPORATION REVIEWS
We worked with Brandon as first time home buyers. He was patient, thorough and professional throughout the entire process. He took the time to make sure we understood what would be asked of us and what steps would be involved. Not only was he extremely responsive and attentive during our meetings, he did his utmost to get us the best rate out there. Since then he's been available for any questions that have popped up. We recommend Brandon wholeheartedly, not only will you have someone who knows his stuff, but you'll have someone in your corner to make sure you get the best outcome possible.
Brandon has helped me out immensely, finding me a great price on mortgages not once but twice. I was referred to him through a mutual friend initially, and would definitely recommend him to anyone I know moving forward. I really appreciated his professionalism and preparedness as I told him I really wasn’t familiar with all the ins and outs and he was able to break it down so I understood everything he was showing me which really put me at ease.
Brandon Gurley has managed my fianances for 13 years now. I've always found him to be supportive of my comfort level, concerns and anxieties regarding money and quick to respond to emails. He is also very knowledgeable about the newest changes within the market. Brandon is easy to talk to and has a lot of options for investments to offer. I always recommend him to friends and family when asked.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
Jim French assumes the role of a distinguished senior financial consultant and holds the credential of a certified financial planner professional within IG Private Wealth Management. His area of expertise is firmly rooted in the domain of high-net-worth portfolio management, wherein he dispenses judicious counsel and robust financial backing to families spanning multiple generations. Possessing the distinction of a chartered professional accountant, Jim French seamlessly integrates his acumen, particularly in trusts, tax and estate planning, retiree income strategizing, and adept portfolio management. A hallmark of his approach lies in the meticulous tailoring of solutions that align precisely with the financial objectives that define your life's trajectory. By orchestrating various facets of your financial landscape, he endeavors to provide holistic guidance. Jim French's practice stands as a steadfast companion to families on their journey toward attaining the tranquility they rightfully deserve. His modus operandi centers around crafting and delivering bespoke wealth management solutions, carefully curated to suit individual needs.
UNIQUE FACTS:
• On-Site Services
• Online Appointments
• Long-Term Financial Goals.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
JAMES FRENCH - IG PRIVATE WEALTH MANAGEMENT REVIEWS
We have had a financial planner since the mid 80s. Never during this time did we ever have the personalized attention to our portfolio as we get with Jim. If only we would have known him before 2015. Jim is very knowledgeable and personable. He takes a personal interest in our lives so he can provide us with the best financial advice. Jim takes the time to explain everything in detail to ensure we understand the direction he is suggesting. Then of course there's Mary...friendly, kind and caring with the highest attention to detail. A fantastic team indeed!
I have been a long-time client of Jim’s and I am very happy with the level of service he provides. He is very professional, knowledgeable and friendly. He takes time to understand your goals and investing personality. He then works with his clients to create a plan with an asset mix to meet your goals and investment style. Jim tracks your investment progress and meets with clients regularly to adjust where necessary.
We have been a client of Jim French for over 10 years and found that he is very professional, insightful and personable. He truly invests his time and effort to understand your goals and match those with a solid plan for the future. He takes a proactive approach in your journey and meets with you throughout the year to reassess, if necessary, your results and future expectations. His personal touch, knowledge and genuine concern for your future financial welfare are some of the reasons we would highly recommend him and his team.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.