Financial Planning for Financial Peace of Mind


Silver Compass has been providing tailor made financial services to individuals, small business owners and their families since 1997. We value our client’s trust in us and are proud of the long term client relationships we have developed over the past 20+ years based on a client first service model that focusses on regular personal interaction and attention as well as professionalism and integrity.

We provide a wide range of services including:

  • Independent personal financial planning
  • Wealth management
  • Accounting (business and personal)
  • Business planning and Succession planning
  • Tax/Estate planning
  • Living options assessment related to aging
  • Financial education

We provide customized solutions that consider your complete financial picture on an independent basis to enable you to make well-informed financial decisions. You can expect us to be professional and interested in every aspect of your life because your financial life touches on everything you do-your career, family, health and leisure activities. We work in your best interest and looking for ways to enhance your financial wellness and financial peace of mind.

Retirement

latest news

Who is your Trusted Contact Person?
Mon, 09/11/2023 - 06:00
Monica was alarmed to hear from her mother's financial advisor expressing concern over some unusual financial requests. She called her mom, who seemed fine, but Monica couldn't get the conversation with the financial advisor out of her head. She travelled to see her mom in person and was dismayed... Read more
Interest Rates and Your Financial Strategy
Mon, 09/11/2023 - 05:30
Working towards financial independence includes assumptions about how the world operates and how we navigate within that environment. These assumptions work best when the world remains the same allowing you to make reasonable future projections. Challenges come when changes occur in the operating... Read more
How to Get Income Out of Your RRSPs
Mon, 09/11/2023 - 05:00
Roger and Linda, like many Canadians, have saved for years for their retirement. They took advantage of RRSPs and now have a substantial amount of savings. As Roger will turn age 71 this year, they need to decide on the best strategy for using their RRSPs for their retirement income needs. Until... Read more
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The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Brenda Phelan and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
Insurance products, and other related financial services are provided by Brenda Phelan as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.