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If you’re looking for a reliable, trustworthy financial advisor in the Oshawa area, we strongly recommend Compass Wealth Partners. With decades of experience and an accessible, client-centric approach, they provide excellent service while delivering top-notch results.
#1 Compass Wealth Partners
| Website | www.compasswealthpartners.ca |
| Phone | (905) 430-8099 |
| Stephen Musial: [email protected]hpartners.ca Isaac Musial: [email protected] | |
| Address | 92 Albert Street Oshawa, ON L1H 4R2 |
| Google Rating | 4.9 / 5 (13 reviews) Exceptional |
Compass Wealth Partners is run by father-and-son team Stephen and Isaac Musial. Stephen and Isaac are both Certified Financial Planners (CFPs) who combine their skills to provide a comprehensive offering for their base of clients spread across Durham Region and beyond.
Stephen specializes in transition events like real estate sales, pension transfers, and family changes, including marriages, separations, divorces, and deaths. Isaac is licensed to sell mutual funds and insurance products including life, disability and critical illness insurance, and develops thoughtful, risk-averse investment portfolios through careful insurance planning.
Here are just some of the services offered by Compass Wealth Partners:
- Retirement Planning
- Investment Tax Minimization
- Estate Planning
- Portfolio Analysis
- Insurance Analysis
Here are some testimonials for Compass Wealth Partners:
| “Absolutely Fantastic!!!! Thank you to everyone at Compass Wealth Partners! Extremely knowledgeable & professional; listened to my needs, courteous staff, responded extremely quickly to correspondence; excellent customer service.” —Sharon J. |
| “Have been associated with Steve Musial for my financial planning needs for approximately 25 years. Have always found his advice and handling of my account to be satisfying, comforting and rewarding. I am retired now & live in Florida and appreciate the extra income I receive due to his excellent advice and guidance. It has been so nice knowing that his son Isaac has joined him at Compass Wealth, I so enjoy his enthusiasm for the business. I highly recommend Compass Wealth. I trust them.” —Val C. |
| “We have had Steve as our financial advisor for many years. He is easy going, professional, and makes both of us very comfortable regarding our portfolio. In our opinion, he has done a stellar job for us in our retirement planning in which we are now enjoying the benefits of his sound financial advice. We like to consider Steve as a friend as well as a Certified Financial Planner and we wish him nothing but the best and continued success in what is sometimes a difficult climate.” —Barbara & Frank H. |
| “We have always received a warm welcome from everyone in the office. Steve and Isaac have handled our investments for many years. All changes, whether positive or negative have been explained to us in layman terms so we always understand what is happening with our investments. Their rapport with our family and grandchildren is exemplary. We wouldn’t hesitate to recommend Compass Wealth to anyone and everyone. Thanks for caring for us.” —Don & Rosemary D. |
| “Have always had a very good experience with Steve and his group. They always take the time to explain what’s going on and provide valuable feedback on our investments. They are very good at making themselves available to answer any and all questions. They are always stressing patience when the market is volatile. Lots of wealth and knowledge. Thank you.” —Steve & Grace P. |
#2 Assante Wealth Management (Derek Dutka)
| Website | www.assante.com/advisors/ddutka/derek-dutka.html |
| Phone | (905) 579-7777 |
| [email protected] | |
| Address | 360 King Street West, Suite 104 Oshawa, ON L1J 2J9 |
| Google Rating | N/A (0 reviews) |
Derek Dutka has been advising clients on saving for their children’s education, business planning, and saving for retirement for 35 years. His experience as a teacher helps him to clearly communicate complex financial concepts, and he places a distinct focus on providing the full package of financial advice.
As a member of Assante Wealth Management, Derek is supported by a team of lawyers, tax accountants and financial analysts who can help you make smart decisions and build the financial future you desire. He only works with clients investing at least $100,000, and charges a minimum annual fee of $1,500.
Here are some of the services offered by Derek Dutka at Assante Wealth Management:
- Tax Planning
- Estate Planning
- Education Planning
- Retirement Planning
- Business Succession Planning
Here are some testimonials for Derek Dutka at Assante Wealth Management:
| “We have a lot of respect for Derek. He is knowledgeable, straightforward and honest. He really cares about his clients and works hard on their behalf.” —Steve & Shelley H. |
| “Derek is an excellent financial advisor. We are very pleased with the recommendations he has made to us. He can be trusted to give accurate, timely advice.” —Don & Carol R. |
| “You truly have our best interests at heart. Although we look to you for advice to help us meet our retirement objectives, you always take the time to look at the whole picture and that is why we trust you. You have always made us feel that what is best for us is what matters even if it leaves you with a little less in your own pocket.” —Mark & Bernie P. |
| “We were very fortunate to have been referred to you. We not only respect your financial decisions but also your life decisions. Lots of good advice in the 12 years we have known you. All the Best for your 25th and many more!” —Maggie & Mike D. |
| “Derek, we thank the day that Linda suggested that we see you for our financial advice those many years ago. You put us on the “straight & narrow” for retirement planning. You have also taken care of Mom’s hard won savings for her. Also I know you have helped our son. We send you our love & appreciation on your 25 years!” —Gary & Lynne |
#3 Suchan McQuaid Wealth Management
| Website | www.suchanmcquaid.com |
| Phone | Richard Suchan: (905) 721-8520 ext. 243 Brian McQuaid: (905) 721-8520 ext. 242 |
| Richard Suchan: [email protected] Brian McQuaid: [email protected] | |
| Address | 343 King St W Oshawa, ON L1J 2J8 |
| Google Rating | N/A (0 reviews) |
Richard Suchan and Brian McQuaid have been operating Suchan McQuaid Wealth Management for more than 15 years. Their mission is to build a financial security plan that will help their clients meet their specific goals and needs.
Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
Here are some of the services offered by Suchan McQuaid Wealth Management:
- Mortgages
- Individual Insurance
- Business Insurance
- Employee Benefits
- Solutions Banking
#4 BG Financial
| Website | www.bgfinancial.ca |
| Phone | (905) 419-9499 |
| [email protected] | |
| Address | 71 Albert St Oshawa, ON L1H 4R1 |
| Google Rating | 5 / 5 (23 reviews) Exceptional |
Brandon Gurley has been running BG Financial for more than ten years. He provides a one-stop shop, offering his clients insurance, mortgages and investments.
Here are some of the services offered by BG Financial:
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Portfolio Analysis
In Summary
If you’re looking for a reliable, trustworthy financial advisor in the Oshawa area, we recommend Compass Wealth Partners. With decades of experience and an accessible, client-centric approach, they’ve proven they have what it takes to provide excellent service while delivering top-notch results.