Preparing for a Confident Retirement
Approaching retirement brings important financial decisions that can impact your future security. Compass Wealth helps pre-retirees develop a customized plan to transition smoothly from working life to financial independence.
Maximizing Retirement Savings
Your peak earning years offer a crucial opportunity to strengthen your financial future. We help optimize RRSPs, TFSAs, and non-registered investments to maximize your retirement savings potential.
Pension & Benefit Planning
Understanding how to integrate employer pensions, CPP, OAS, and other benefits into your plan is essential. We guide you in making informed decisions about timing and tax efficiency to maximize retirement income.
Investment & Risk Management
As you approach retirement, investment strategies should evolve. We help transition your portfolio to balance growth with stability, ensuring your assets are protected while still generating necessary returns.