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, 08/12/2019 - 06:00
In his early July testimony before Congress, US Federal Reserve Chairman Jay Powell. Mr. Powell stated that the Fed funds rate will be reduced, given lower than expected U.S. inflation. This follows on the heels of President Trump’s demands for lower interest rates to help support the economy and... Read more
Mon, 08/12/2019 - 05:30
A fire breaks out in a movie theatre. You're there with your spouse and children, as are several local merchants. Who do you save first? The butcher? The banker? The hardware store owner? Their families? Or your family and yourself? A ridiculous question. Of course you would save your family and... Read more
Mon, 08/12/2019 - 05:00
Grant and Sarah are planning on retiring within the next two years. Paul and Linda, already retired, are thinking about making a move. Whether you are about to retire or are already retired and considering a change, you should consider: Where you want to retire is one of the biggest decisions you... Read more