Wealth Foundations
The whole of your wealth, managed as one.
Every plan needs a foundation. Wealth Foundations is the core of what Compass does: the investment, tax, estate, and retirement work that turns scattered accounts into a single coordinated plan. For most of the families we work with, it is where the relationship begins and where the most important question finally gets answered: who is actually looking at the whole picture?
Four disciplines, managed as one
Most families hold these four in separate places, with no one connecting them. We manage them together.
- Investment Management. Globally diversified, pension-style portfolios across public and private markets.
- Tax Planning. Keeping more of what you earn and pass on, by design rather than by accident.
- Estate Planning. Making sure your wealth reaches the people you love, the way you intend.
- Retirement Planning. An honest answer to the question that matters most: will it last?
- Business exit strategies
- Charity and philanthropy
- Wealth awareness, family vision
Coordination is the quiet advantage
Wealth is rarely lost to a bad market. It is lost in the gaps between advisors who never speak. We sit at the centre and act as quarterback, so your investments are built around your tax situation, your estate intentions, and the life you want in retirement. Our depth across the industry lets us find opportunities others miss and see obstacles before they arrive, then adapt the plan as your life and the world change.
A portfolio is the easy part. The real work is making sure every piece of a family’s wealth is pulling in the same direction.
Hamed Murad, Managing Partner and Portfolio Manager
Independent, fiduciary, and proven
Compass is an independent, fiduciary firm registered in Ontario, Quebec, and British Columbia, with Raymond James as the independent custodian. We manage money the way institutions do, and more than 250 families trust us with over one hundred million dollars, accumulated over more than twenty-five years.
Most families do not have a wealth problem. They have a coordination problem.
Built to be managed as one
For families who want all of their wealth held together by a partner accountable for the whole picture. Start with a conversation about all of your wealth, not a single account.
Claim Your Complimentary Initial Assessment & Evaluation
Receive a comprehensive financial review valued at up to $1,500 — at no cost and with no obligation.
BOOK A CONSULTATION
The first step is a conversation, not a commitment. We will get to know each other, answer your questions, and see whether we are the right fit.
519-836-9910
