CO

COMPASS PRIVATE WEALTH INC.

Business & Finance Registered 08 December 2019

General Information

Official company information

Registry ID
11779206
Company Age
5 years
Registration Date
Registered Address
501 Hanlon Creek Boulevard, Guelph, ON N1C 0A1
Business Number (BN)
771914132RC0001
City
Guelph
Status Notes
2019-12-08
Email
N/A
Phone
Website

Official company website with more information about products, services, and contact details.

About COMPASS PRIVATE WEALTH INC.

Company profile and description

Compass Private Wealth is registered as a portfolio management firm in Ontario, Quebec and British Columbia. Raymond James Ltd is our preferred custodian, providing safekeeping of assets, online access and account statements to our clients. Our Financial Advisors have access to a complete offering of high quality investment products and services to help you through your unique financial journey.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1823140003407986688
Hierarchy
parent
Entity Type
Business Corporation
Display Date
2019-12-08
Jurisdiction
CC
Business Number
771914132RC0001
MRAS Entity Type
BCA
Juri ID Alternate
1177920-6

Company Contacts

Key contacts and leadership 8 total contacts

Name & Position Email Contact Number Fax Number
L
Lori-Ann Day
Associate Wealth Advisor/Office Manager
-
-
S
Sukhi Josh
Senior Wealth Advisor
+16045751507
-
G
Gord Mason
-
-
-
B
Bob Foster
Portfolio Manager
-
-
J
Jesse Chambers
Wealth Advisor
-
-

Showing 5 of 8 contacts.

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