A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
A vintage poster from The Royal Bank of Canada showing a savings chart that projects potential worth at age 65 based on current age and monthly savings. The chart includes a list of ages from 20 to 50, and various monetary goals ranging from $5,000 to $40,000. The poster is displayed on a wooden stand with decorative red flowers beside it.
Be Prepared for What May Come

Working with our experienced professionals will provide peace of mind, greater financial freedom and confidence in navigating life's uncertainties.

Financial planning has never been more complicated. Our advice-only financial planners are experienced, trustworthy and qualified, and will provide you with unbiased advice, putting your interests first.

Benefits of Financial Planning

A well structured financial plan will help reduce your stress, improve your decision making and enhance your financial stability.

PLAN, INVEST, ENJOY!

Trusted and Expert Professionals

OUR SERVICES

Comprehensive Personal Financial Planning

We work with you as an individual or a small business owner to achieve your financial goals.

You will receive a written financial plan and continue to get support and advice along the way.

  • Helping you discover and achieve your financial goals

  • Guidance on investing

  • Tax savings strategies

  • Review of insurance coverage and credit facilities

  • Retirement planning

  • Estate planning and readiness

Focused Retirement & Estate Planning

A tailored plan focused on your retirement dreams, so you can enjoy your golden years.

This includes a detailed written plan and continued support.

  • Identify your retirement needs

  • Review government, employer and personal plan options

  • Recommend tax efficient strategies

  • Provide decumulation advice

  • Plan your legacy

woman in brown coat sitting on brown wooden bench near white cruise ship during daytime
woman in brown coat sitting on brown wooden bench near white cruise ship during daytime

Rates:

Initial Consultation / Estimate - No Charge

Financial Planning - $250 per hour

a group of people standing in front of a projection screen
a group of people standing in front of a projection screen
Retirement Planning Seminars

Retirement planning can be very confusing. We are happy to provide you with a customized retirement planning seminar to help your employees learn about issues important to them.

Retirement Planning Seminars are available for government and corporate partners on a cost-recovery basis.

KOMPASS FINANCIAL

O/B Kompass Financial Advisory Inc.

Here to help you with all your financial planning needs.

Contact

Newsletter

wilf@kompassfinancial.net

403-315-1925

© 2025. All rights reserved.

Raina Rudko

Wilf Roesler

780-966-9381

raina@kompassfinancial.net