Compass Point Financial Strategies

Tax time is coming up, and navigating taxes can be anything but simple. Working with Compass Point Financial Strategies can ensure your tax strategy is focused and clear. Make an appointment today to discuss your tax-related needs. http://www.compasspointfinancial.ca/

Don't let a silly mistake get in the way of having a great holiday. Make sure you know the conditions of your travel insurance for your winter getaway. Compass Point Financial can help you pick the right plan for you. Give me a call to talk about the right fit for your trip! https://www.insurancebusinessmag.com//thia-selfies-could-c

Tune in to CHLY 101.7 FM at 11 am to hear my weekly show, Your Money! You can listen on the radio or online here: http://www.radiorethink.com/tuner/

Do your New Years resolutions include creating or updating your financial plan? Compass Point Financial can help! A solid financial plan puts you on track to accomplish your goals and manage your assets now and for the years to come. Reach out today to get started on your 2020 financial plan.... http://www.compasspointfinancial.ca/

Season's greetings & merry Christmas to you and yours! I hope you are spending time with the ones you love.