Compass Rose Wealth & Risk Management

Compass Rose Wealth & Risk Management brings Financial Planning expertise to the Belleville, Ontario region, supporting older Canadians who want to remain in their homes as they age.

Clients rate them highly, with an impressive 5.0 out of 5 stars.

Their Financial Planning services typically include pension optimization, tax planning for seniors, and investment management.

The financial side of aging often catches families off guard. Between home modifications, care costs, and changing tax situations, expert advice can save thousands and prevent painful surprises.

To get started, call (613) 968-9229 or check out their website for more details. You will find them at 65 Station St, Belleville, ON K8N 2S6.

Aging in place is a team effort. Providers like Compass Rose Wealth & Risk Management are one piece of the puzzle, and finding the right fit matters.