Brenda Potter Phelan
SilverCompass brenda@silvercompass.ca Joined January 13, 2020
Biographical Info

As a CPA (Accountant), RRC (Registered Retirement Consultant) and CFP (Certified Financial Planner), I have been serving individuals, families and business owners for 20+ years by helping them manage and navigate their accounting, tax, financial and estate planning needs. As a Certified Professional Consultant on Aging I also help clients or their family caregivers manage transitions with an integrated blueprint that covers Lifestyle, Health & Wealth. I work independently as a financial planner and am dual licensed, with a life license for insurance and a mutual fund license for managing investments. This allows me to go beyond recommending financial planning solutions; I can implement them as well. Working independently means that I can work in the best interest of clients in an unbiased way as I always have as an accountant. I’m not tied to a large financial institution or bank and don’t offer proprietary funds. I also do not have sales quotas to meet and work with clients of all income levels. As an independent advisor, I am also able to offer access to a wider range of world class mutual funds and offer a fee for service business model that is both more transparent and often more cost efficient. (Fees matter especially over the long term). I am passionate about helping clients, especially women entrepreneurs, navigate their finances, develop a fully comprehensive personal financial plan and enhance their financial peace of mind. Recently, I also obtained a RIS (Responsible Investment specialist) designation which means I am able to help you invest in companies that are socially responsible. I look forward to meeting up with you at your convenience

Business Phone

519-224-0158

Address

55 Ainslie Street North

Postal Code

N1R 3J6

City

Cambridge

Prov

ON