Brenda Potter Phelan, BA, RRC®, CFP®, CPCA, CPA, CGA
My background as an accountant (CPA CGA) for more than 20 years and as a Certified Financial Planner ® for more than 18 years enables me to help clients become more informed and proactive about their finances. I am also a designated CPCA (Certified Professional Consultant on Aging) which provides me with knowledge and insight on helping with the concerns and needs of our growing aging population and a desire to provide more age friendly financial services.
I value our client’s trust in us and am proud of the long term client relationships I have developed over the past many years serving entrepreneurs and other hard working individuals and their families with their accounting, tax, business planning and financial/estate planning needs in the Halton & Waterloo regions. Our approach has always been based on a client first service model that focusses on regular personal interaction and attention as well as professionalism and integrity.
I provide customized solutions that consider a client’s complete financial picture. You can expect us to be professional and interested in every aspect of your life because your financial life touches on everything you do including your career, family, health and leisure activities. We work in your best interest, always looking for ways to enhance your financial wellness and financial peace of mind.
It all starts with a personal, comprehensive and written financial plan which helps you balance today’s needs and wants with your goals and objectives for the short and long term future. A comprehensive plan will help you to become more empowered and financially proactive and help you face the inevitable changes that come in life; both planned and unplanned.
I hold a mutual fund license with Sterling Mutuals and a life license with Gryphin Advantage in order that financial planning recommendations cannot just be recommended, but also implemented. As an independent advisor not tied to working with one particular institution, I am able to provide objective advice free from any conflict.
I am passionate about improving the financial well-being and financial peace of mind for clients and their families. As evidenced by my multiple designations, I am also very passionate about continuous learning.
Finally, I also believe that companies and citizens of a community have an important stake in the prosperity, health and quality of life of that community and so I am committed to a policy of positive community engagement, community volunteering and consumer advocacy.
If you would like to learn more about me or the services we can provide or would like to get started with a no-cost/without obligation, personalized financial plan, please connect with me here: