Financial Planning for Financial Peace of Mind


Silver Compass has been providing tailor made financial services to individuals, small business owners and their families since 1997. We value our client’s trust in us and are proud of the long term client relationships we have developed over the past 20+ years based on a client first service model that focusses on regular personal interaction and attention as well as professionalism and integrity.

We provide a wide range of services including:

  • Independent personal financial planning
  • Wealth management
  • Accounting (business and personal)
  • Business planning and Succession planning
  • Tax/Estate planning
  • Living options assessment related to aging
  • Financial education

We provide customized solutions that consider your complete financial picture on an independent basis to enable you to make well-informed financial decisions. You can expect us to be professional and interested in every aspect of your life because your financial life touches on everything you do-your career, family, health and leisure activities. We work in your best interest and looking for ways to enhance your financial wellness and financial peace of mind.

Retirement

latest news

Mon, 05/13/2019 - 06:00
A major Canadian financial institution ran an investment promotion earlier this year that promised attractive returns for GIC-type investors, who needed higher returns to generate income. While dealing with an advisor from this particular institution on another matter, the conversation turned to... Read more
Mon, 05/13/2019 - 05:30
Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before they could be accessed to meet payroll. Randy had trouble meeting his financial obligations and had to find a new job. Jane worked at a small company for many years.... Read more
Mon, 05/13/2019 - 05:00
Many mistakenly believe that if they need Long Term Care, either in their home or in a facility, the cost will be covered by provincial health care or other government agencies. While certain programs are available, a large portion of these costs become the responsibility of the patient or their... Read more