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Whitby Financial Planner - Compass Wealth Partners |

Stephen and Isaac Musial are independent financial advisors serving investors in the Durham Region including Whitby, Oshawa, Ajax, Pickering, Courtice, Bowmanville, Newcastle, Port Perry, Uxbridge, Brooklin and the Greater Toronto Area.

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Whitby Financial Planner - Compass Wealth Partners | | compasswealthpartners.ca Reviews

https://compasswealthpartners.ca

Stephen and Isaac Musial are independent financial advisors serving investors in the Durham Region including Whitby, Oshawa, Ajax, Pickering, Courtice, Bowmanville, Newcastle, Port Perry, Uxbridge, Brooklin and the Greater Toronto Area.

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Disclaimers | Compass Wealth Partners

http://www.compasswealthpartners.ca/disclaimer

Skip to main content. Your Child's Education. Gov't Site and Forms. FundEX Investments Disclaimer . Labour Sponsored Investment Funds ("LSIF") have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Please note that Mutual Fund Representatives in Alberta are not permitted to sell LSIF. Investors should educate themselves regarding securities, taxation or exchange control legislation, which may affect them personally. T...

2

Our Team | Compass Wealth Partners

http://www.compasswealthpartners.ca/our-team

Skip to main content. Your Child's Education. Gov't Site and Forms. As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs. It has been an honour to work for so many great clients over the years. I think it is fair to say my circle of friends is...

3

Our Services | Compass Wealth Partners

http://www.compasswealthpartners.ca/our-services

Skip to main content. Your Child's Education. Gov't Site and Forms. We provide a broad range of services, products and plans. To meet the diverse needs of our clients. Please see below for more info. Long Term Care Insurance. Tax Free Savings Accounts. Mutual Funds Provided Through FundEX Investments Inc. Mutual Funds Provided Through FundEX Investments Inc. Barbara and Frank H. Subscribe to our Newsletter. By AdvisorNet Communications Inc. Click to Book a Meeting. We are never satisfied until you are.

4

Retirement | Compass Wealth Partners

http://www.compasswealthpartners.ca/life-planning/retirement

Skip to main content. Your Child's Education. Gov't Site and Forms. For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60. (Statistics Canada, Summer 2011 Perspectives and Labour Force Survey). Whether you have already established a Retirement Savings Plan or are just beginning, it is never too late to begin saving. Links to more info:. Canadian Retirement Income Calculator. 2 Remember THE Three "S"s.

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Tax Planning | Compass Wealth Partners

http://www.compasswealthpartners.ca/tax-planning

Skip to main content. Your Child's Education. Gov't Site and Forms. Registered Disability Savings Plans (RDSPs). Tax Calculators and Rates. Mutual Funds Provided Through FundEX Investments Inc. Mutual Funds Provided Through FundEX Investments Inc. Barbara and Frank H. Subscribe to our Newsletter. By AdvisorNet Communications Inc. Click to Book a Meeting. We are never satisfied until you are. Follow us on social media.

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Five unconventional ways to get your financial act together | Squawkfox

http://www.squawkfox.com/2015/02/25/financial-act

Squawkfox: Where consumer savvy is sexy, delicious, and fun. Five unconventional ways to get your financial act together. Let’s buck convention. Yes, you can tackle the traditional financial tasks in the New Year (or any time of year) by building a budget. And paying yourself first. But sometimes adding a few unconventional strategies into the mix can add to your bottom line too. I’m not offering you a shortcut to building wealth. 1 Produce less grocery garbage. To scan weekly flyers and deals. Flipp...

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Millions of Canadians are without adequate insurance. Use these online tools to learn more about affordable MANULIFE insurance solutions. Flexcare, FollowMe Health and CI. Subscribe to our E-Newsletter. We work hard to keep all our clients informed about important financial topics. Join our list for free! Want to talk to someone about your retirement goals? Do you have questions or concerns about financial security? Or call our office today. Little Black Book of Scams. Search our Financial Library. So do...

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