for investors
View Firm Profile
Compass Private Wealth Inc.
Address
501 Hanlon Creek Blvd
Guelph,
Ontario N1C 0A1
(519) 836 - 9910
Toll Free:
(877) 409 - 9541
info@compassprivatewealth.ca
https://compassprivatewealth.ca/
Principal Contacts
Michael Nichols
Owner & Portfolio Manager
Tel: (519) 836 - 9910
michael@compassprivatewealth.ca
Client Minimums
Private: $500,000
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- British Columbia
- Ontario*
- Quebec
* indicates a physical location in this province
Our Approach
We’ve made the commitment to be specialists rather than generalists, and as a result, we are very selective about the clients with whom we work. Unlike some advisors who are trying to build a big business and who attempt to be all things to all people, we prefer to be all things to some people. We know our capacity, and recognize that if we go beyond that level, it will dilute the service we provide. We can’t allow that to happen. While some advisors are fixated on making a sale, we are concerned that there be is a fit between us because we believe that is the foundation of a successful long-term working relationship. It is for that reason we have an ‘ideal’ client profile to which we stick.