Virtual Family Office
Integrated, experienced, and with only your family’s interests at a heart, Compass VFO works to build and execute a bespoke and holistic plan to help you achieve your most important dreams.
Compass VFO serves as your personal chief financial officer and effectively manages all aspects of your financial affairs. We begin with our comprehensive 2nd Opinion Discovery Service and then engage our network of professional advisors. These carefully selected professionals provide us with a high level of knowledge and skill in key aspects of your finances. We work together with these professional advisors to give our clients the peace of mind that comes from knowing their finances are being handled by experienced people they can trust.
Navigate the challenges that come with family business, including:
- Customized financial reports
- Cash flow projections
- Investment performance analysis
- Internal rate of return
- Basis tracking
- Target asset allocation
Family Enterprise Support
- Pay bills & monitor invoices
- Preparation of payroll fillings
- Indexing of important documents
Tax Savings Specialization
- Tax-saving analysis & options for family enterprise
- Next-generation tax-efficient transfers
Business Insurance Risk Specialists
- Customized plan to ensure creditor protection
- Creating shareholders agreement
- Selecting beneficiary to avoid taxable shareholder benefits
- Leveraging insurance policy for retirement tax-free income
- Protecting children and business owners from taxes due to unexpected critical illness/death
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Reach your goals – Live your dreams!
About Compass VFO
Compass Virtual Family Office (VFO) is a flexible family office model that harnesses the experience, dedication, and loyalty of our expert group of independent professional advisors to provide the comprehensive wealth stewardship affluent families require.
Compass VFO is founded by two well-established and experienced organizations:
Dickson Chartered Professional Accountants is a boutique accounting firm located in Victoria, British Columbia that offers a wide range of services to help you achieve your financial goals. Our team specializes in tax planning, tax compliance, and other strategic business services that provide value.
Fischer Financial Services delivers highly personalized and effective financial services for wealth management & financial planning, enterprise transition, as well as tax and insurance guidance. We are passionate about building and fostering relationships that positively impact our clients’ lives and help them achieve their most important dreams.