About Us
Based in Halifax, Oltre Financial is an innovative software company that has developed a user-friendly Software as a Service (SaaS) platform called Compass. Through the combination of an intuitive front-end interface and our proprietary tax and estate optimization algorithm, Compass provides users with an in-depth financial action plan. This includes a personalized deposit and withdrawal strategy that minimizes the user's tax liability throughout their lifetime.
Whether you're just starting out, planning for, or in retirement, Compass is designed to empower users of all ages to navigate their financial journey with confidence and achieve their desired lifestyle.
