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, 06/10/2019 - 06:00
Clients often call when markets are looking a bit shaky, or newspaper articles are predicting the next market correction, recession, bubble, etc. The challenge with reacting to such events or news is that the external circumstances rarely have anything to do with your specific situation and plan.... Read more
Mon, 06/10/2019 - 05:30
Despite what many people think, the number one financial dream killer isn't portfolio losses, or financial emergencies, or unemployment, and not even natural disasters. The number one reason people fail to reach their financial goals is procrastination - putting off the inevitable until the cost of... Read more
Mon, 06/10/2019 - 05:00
Like many business owners, Rick and Warren thought it would be a simple process to continue the business when one of them died. Nothing could be further from the truth. Rick and Warren had a printing company and were equal partners. Warren died suddenly. Warren's shares passed to his widow, Sarah,... Read more