Brenda Potter Phelan
Cambridge (Waterloo Region)
(Self) Silver Compass Inc
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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As a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP®), I am passionate about serving individuals, families, and business owners with building a financial plan to enhance their financial peace of mind and helping them manage their financial, tax, investment and estate planning needs to enhance their financial wellness. As an Elder Planning Counselor, I recognize the needs of a growing aging population and offer age friendly guidance and solutions to enhance financial and emotional well-being. I am dual licensed, with a life license for insurance/seg funds and a mutual fund/ETF license for managing wealth so I can implement planning recommendations.
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