Enjoy Retirement with Confidence
Retirement is a time to focus on what matters most—family, travel, hobbies, and personal fulfillment. At Compass Wealth, we help retirees navigate financial decisions to ensure a steady, tax-efficient income and long-term security.
Sustainable Retirement Income
A well-structured income plan ensures financial stability throughout retirement. We help retirees optimize RRIF withdrawals, pensions, and other income sources to maintain their lifestyle without outliving their savings.
Tax-Efficient Wealth Preservation
Minimizing taxes in retirement helps maximize your savings. We develop strategies to reduce tax burdens on withdrawals, estate transfers, and investment income, helping you keep more of what you’ve built.
Estate & Legacy Planning
Ensuring your wealth is distributed according to your wishes requires careful planning. We assist with beneficiary designations, charitable giving strategies, and tax-efficient legacy planning for your loved ones.