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Locality: Cambridge, Ontario

Phone: +1 905-510-1393



Address: 55 Ainslie Street North N1R 3J3 Cambridge, ON, Canada

Website: silvercompass.ca/

Likes: 287

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Brenda Potter Phelan CFP CPA CGA 09.11.2020

#School is in for the 170 #SouthSudanese orphans in our care in #Gambela! The school recently received accreditation which is a huge step forward. Education is a real change maker. This #worldkindnessday we at #ChildrenOfPromiseCanada are grateful to our donors and sponsors particularly #kitchenerConestogaRotary @rotaryinternational #kindnessmatters @schnitzelforsudan

Brenda Potter Phelan CFP CPA CGA 02.11.2020

I can't imagine what it would have been like for my grandparents to have 5 of their 7 sons serving in WW2. But serve they did and all gratefully came home safely. What I do know is that there was a huge party on June 22/1946 when all were finally home and these 5 siblings were reunited with their other 5 siblings. What a party it was. Alex, Roy, Harry, Jack and Eddie Potter. We will remember them always #PotterBoys #remembranceday #wewillrememberthem #torontoremembranceday

Brenda Potter Phelan CFP CPA CGA 19.10.2020

Just some of the extra value of working with a Certified Financial Planner that is also a CPA.!

Brenda Potter Phelan CFP CPA CGA 17.10.2020

We remember always

Brenda Potter Phelan CFP CPA CGA 13.10.2020

It’s not too late to register for this career education conference happening tomorrow (Saturday Oct 3) for high school aged girls. #DreamItBeIt is all about helping girls learn about career options and setting goals to achieve their dreams. Speakers include Michelle de Jong, Genie Lyon, (Superhero) Shirley Hilton & Elisia Nieves #girlseducation #entrepreneur #entrepreneurship #womeninpolicing @soroptimistkw @soroptimistcambridge @soroptimist

Brenda Potter Phelan CFP CPA CGA 06.10.2020

This beauty from Christi Belcourt, a Canadian Métis visual artist from #Scarborough (!) Christi’s paintings often include floral patterns inspired by Métis and First Nations historical beadwork reflecting the interconnected nature of our existence on planet earth #bekind

Brenda Potter Phelan CFP CPA CGA 06.10.2020

This is financial literacy month in Canada. But there’s lots of great resources on the Financial Consumer Agency of Canada website, 12 months a year.

Brenda Potter Phelan CFP CPA CGA 19.09.2020

How to succeed with success #goal based #financialfreedom #letsgetstarted #financialplanning

Brenda Potter Phelan CFP CPA CGA 04.09.2020

How beautiful is this?

Brenda Potter Phelan CFP CPA CGA 01.09.2020

To make life a little better for people less fortunate than you. That's what I think a meaningful life is. One lives not just for oneself, but for one's community." #ruthbaderginsburg #notoriousrbg #rbg

Brenda Potter Phelan CFP CPA CGA 21.08.2020

Always so much to learn from Warren Buffett When asked what he thinks is the biggest mistake parents make when teaching their kids about money, the billionaire said, Sometimes parents wait until their kids are in their teens before they start talking about managing money when they could be starting when their kids are in preschool.

Brenda Potter Phelan CFP CPA CGA 12.08.2020

Doing well while doing good can go hand in hand with Impact Investing in companies that are solving the world's largest problems Positive returns with a positive impact is possible

Brenda Potter Phelan CFP CPA CGA 04.08.2020

What if you could finance your retirement while helping to reduce poverty or helping improve food security or building affordable housing or mitigating the effects of climate change or improving access to education and healthcare or pushing for gender equality, etc? Impact investors are able to do all that through their personal portfolios without limiting their progression toward their financial goals. Canadian assets in impact investments have nearly doubled to $15 Billion and after a year like we are experiencing currently, we expect even higher levels of growth in impact investing to come. I would be happy to help as Responsible Investment Specialist

Brenda Potter Phelan CFP CPA CGA 20.07.2020

Still working from home? Never too late to get organized and become more productive

Brenda Potter Phelan CFP CPA CGA 05.07.2020

The sun! Nice to see the beautiful sun again shining brightly on my neighbour and landlord #WesleyUnited in @downtowncambridge #WestGalt This stone church circa 1870 (or earlier) is a real study in architectural grace and beauty. #accounting #financialplanning #insurance #tax #estateplanning @galtlove

Brenda Potter Phelan CFP CPA CGA 15.06.2020

Never stop learning! These 5 free courses via coursera could make a difference to your financial plan. Education is always a good investment

Brenda Potter Phelan CFP CPA CGA 07.06.2020

Beautiful day in the neighbourhood #grandriver #cbridge Make it a good one #WestGalt @galtlove

Brenda Potter Phelan CFP CPA CGA 27.05.2020

Hard to beat free non taxable money from your government. Make the time to apply before the end of the month