Expert Personal
Financial Planning
Financial planning services that are tailored to your specific needs.
Comprehensive Personal Financial Planning
Setting financial goals, assessing income needs, and implementing savings programs.
Ensuring those years are truly golden, and preparing families and loved ones for those changes.
Delivering customized retirement planning seminars for government and corporate partners.
Retirement and Estate Planning
Retirement Planning Seminars
PLAN, INVEST, ENJOY!
Guiding Principles
At Kompass Financial, we create comprehensive financial plans deeply routed in knowledge and results. We know you have goals, and we're here to help you reach those goals. When you call Kompass Financial, you become part of the Kompass family.
Welcome to the Kompass Family
Service Excellence
We provide "Advice Only" financial plans that are trustworthy and unbiased. Our focus is on you, not the products. We strive for excellence in service, security and peace of mind for years to come.
Client Feedback
Hear from our satisfied clients about their financial planning experiences.
Kompass Financial transformed my financial future with their expert guidance and support.
William R.
Lethbridge, AB
The team at Kompass Financial provided exceptional service and tailored strategies that truly made a difference in my financial planning journey. Highly recommend their expertise!
Natasha W.
Edmonton, AB
★★★★★
★★★★★
KOMPASS FINANCIAL
O/B Kompass Financial Advisory Inc.
Here to help you with all your financial planning needs.
Contact
Newsletter
403-315-1925
© 2025. All rights reserved.
Raina Rudko
Wilf Roesler
780-966-9381