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, 06/13/2022 - 06:00
The investment markets have been very "volatile" since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail investors love when markets go up and usually cringe or flinch... Read more
Can You Be Over-Insured?
Mon, 06/13/2022 - 05:30
Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when it... Read more
Mon, 06/13/2022 - 05:00
Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he owed thousands in unpaid taxes. If he didn’t pay immediately, he would be arrested. Victor was too embarrassed to ask his daughter for help. Had he messed up that badly? The... Read more