Deborah McCulloch

B. Comm., CPA, CMA, CFP

Mutual fund representative 1

Insurance representative

Compass Wealth Partners

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

As a Certified Financial Planner, Debbie focuses on matching clients’ goals and dreams with the reality of life’s ever-changing opportunities and stresses. Debbie strives to provide quality, confidential financial planning and investment advice to clients to ensure they reach the financial future they deserve.

Debbie’s experience, prior to joining Compass Wealth Partners in 2024, includes 14 years of corporate accounting, finance, systems development and 26 years of financial planning with MC Wealth Management. Debbie continues to provide financial planning advice including investments and life and health insurance services. Debbie’s education stems from a Bachelor of Commerce degree, Chartered Professional Accountant designation, Certified Financial Planner designation and Responsible Investment Specialist designation, plus an expansive range of financial education opportunities throughout her career to date.

Debbie’s passion is to make financial literacy available to all and build a strong, confident youth base who can easily navigate the world of finances as they start on their financial future.

Debbie’s personal aspirations include travelling, reading, sewing and strong family and friend connections. Debbie is married, has two wonderful sons and enjoys spending time with her family and friends. You will always find at least two feline friends by her side in her home.

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A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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1 With Investia Financial Services Inc.