Welcome to Compass Group

Comprehensive wealth management is more than just solid investment advice. Wealth management is the complete integration of an individual’s financial matters, values and goals – for example, from investment advice and tax planning to risk management and estate management – into an overall personal wealth plan.

Compass Group is comprised of financial planners, investment advisors, risk analysts, tax experts, trustee administors, and estate planners.  We offer a full range of wealth management services and have been advising clients on how to build and manage wealth for over 20 years.

Wealth Management Experts

We offer a full range of wealth management services and have been advising clients on how to build and manage wealth for over 20 years.

  • Investment Management
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  • Estate & Will Planning
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  • Tax Strategies & Planning
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  • Executor Assistance Services
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  • Risk Management
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  • Trust Administration
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    Click here for our company brochure.

    In the long term, your success is our success.

    *Compass Group consists of:

    Compass Tax Planning – Tax strategies and income tax return preparation

    Compass Estate Administration Limited – Trust and Estate Administration services

    Compass Financial Management – Trade name of Armstrong & Quaile Associates providing financial planning and investment services