Overview
Compass Private Wealth is an independent, fiduciary firm that manages the whole of a family’s financial life. We believe wealth is a means, not the destination; life is the destination, and our work is to orient wealth toward it.
A firm that answers to you
We are registered as a portfolio management firm in Ontario, Quebec, and British Columbia, with Raymond James as our independent custodian, so the firm that manages your wealth never holds it. As fiduciaries, we are bound to act in your best interests, and our independence means no product shelf shapes our advice. More than 250 families have built patiently over more than twenty-five years.
A family office, run like an institution
We bring the breadth of a family office and the discipline of an institution. Investment, tax, estate, and retirement, along with the professionals who serve you, are coordinated under one roof, with Compass as the quarterback. We invest the way large pension funds do, globally diversified across public and private markets, treating behavioural discipline as a core risk practice rather than an afterthought.
A new generation, carrying a long legacy
The firm was founded more than twenty-five years ago and is now led by a new generation, experienced through real market cycles, technology-forward, and globally minded. The world your wealth lives in is changing quickly, and a firm has to be both seasoned enough to be trusted and current enough to keep pace.
Reachable and responsive
You can reach the people who manage your wealth, and you will hear back. Access is part of the relationship here, not something you have to chase. For a firm meant to walk alongside you for decades, being present is not a courtesy. It is the work.
Our vision
To be the wealth transformation partner that successful families turn to first, a modern family office that builds wealth that outlasts them, not just accounts that grow, but legacies that endure.
Our mission
We come alongside successful families as trusted partners. We bring clarity about what they truly want, discipline to the management of their wealth, and a behavioural approach that turns good decisions into lasting habits. We integrate investment, tax, estate, and retirement into a cohesive plan, and we coordinate every professional their wealth touches, so their resources serve their values and fund the life they were made to live.
Who we serve
We work with accomplished families, usually in their forties to sixties, who understand that money is not just numbers. It is tied to vision, meaning, and the legacy they want to leave. They value a relationship over a transaction, and they want one firm they can reach and trust for the long run.
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
