Advisory Network
One quarterback for the experts, your wealth depends on.
Your wealth touches the law, the tax code, your insurance, and your business. Families with real complexity end up with a different professional for each, with no one connecting them. The Advisory Network is how Compass brings those experts together, whether your own or from our trusted network, all working from a single plan.
You should not be your own project manager
When advisors do not talk, things fall through. An estate plan that no longer matches the portfolio. An insurance policy no one has reviewed in years. A tax strategy is quietly working against the investments. We take that job off your desk: convening the specialists your wealth depends on, briefing them on the whole picture, and holding the work to one plan, instead of leaving you to relay messages between them.
Most of our clients do not need another advisor. They need the advisors they already have to actually work together.
Josh Nichols, Managing Partner | Wealth Consultant
Independent, so the right specialist comes to the table
Because Compass is an independent fiduciary, the network we draw on answers to you, not to a product shelf. We bring in the right lawyer, accountant, or insurance professional for your situation and hold them to your plan. The coordination covers three areas:
- Legal Counsel & Estate Administration. Wills, powers of attorney, trusts, and estate administration.
- Accounting & Tax Filing. Filing that reflects a year of planning, not a last-minute scramble.
- Insurance & Risk Planning. The right protection, aligned with the plan rather than left in a drawer.
The gaps are where wealth quietly leaks
Only 15% of Canadians have a formal estate plan, and 42% have no life insurance or are unsure (Ipsos for RBC Insurance, 2024; industry data, 2024). These are rarely investment problems. They are coordination problems, the things that slip through when every advisor sees only their own corner.
When did your accountant and your investment advisor last speak?
One plan, every expert pulling toward it
For families who have assembled good professionals and want them to finally work as one team.
Start with a conversation about the experts you already have and how they might finally work as one.
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
