SilverCompass FP

SilverCompass FP

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Brenda Potter Phelan
CEA, RIS, CFP®, EPC, CPA
As an independent financial planner, I help clients
increase their financial wellness & peace of
mind while answering the financial questions
that can keep them up at night As an independent financial planner, I am passionate about helping individuals, families, and business owners increase their financial well-being and their financial peace of mind by becoming more informed and proactive about their finances.

Fraud Watch | silvercompass.ca 02/04/2026

As if there are not enough issues to worry about these days, financial fraud is on the rise in Canada. According to the Canadian Anti-Fraud Centre over the past 2 years, Canadians have lost more than $1.18 billion to fraud. The real number is likely more because fraud and scams are chronically underreported. AI tools, will drive the growth of online fraud. That's why it's key to stay vigilant, educated and proactive to protect yourself. With this in mind, I've added a whole section related to fraud watch/resources to my website to help you stay alert to fraud. I hope you will find this new section of my website more helpful than depressing. 😀

Fraud Watch | silvercompass.ca Fraud Watch Educational Videos How to Protect Yourself Against Fraud

2025 Year in Review: Staying Financially Strong in Uncertain Times | silvercompass.ca 01/12/2026

What a year that was! 2025 brought us many changes and challenges, including significant domestic, global and technical shifts. Despite this, the markets remained positive. While uncertainty and volatility will likely persist in 2026, building resilient portfolios and a comprehensive financial plan are the best tools for building confidence and financial peace of mind. All the best for this brand new year 2026. 😀

2025 Year in Review: Staying Financially Strong in Uncertain Times | silvercompass.ca As we wrap up 2025, it’s a good time to pause and reflect on what the year has brought—and more importantly, how to position ourselves for success in 2026. This year has been another reminder that global uncertainty is here to stay. Trade tensions, fluctuating interest rates, and uneven economic...

10/02/2025

A huge loss for the planet yesterday. was a world renowned ethologist, conservationist and humanitarian. She was a champion of change, courage, conviction and conservation. She left the world at 91 years young with a challenge for us to make a difference for others especially the next generation. She was passionate about empowering young people to become involved in environmental and humanitarian projects. But Dr Jane was also an inspiration for longevity. She only got busier after age 65. She passed away after speaking last week at the conference about the climate crisis where she emphasized that change is still possible if we act with courage and hope

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55 Ainslie Street North
Cambridge, ON
N1R3J3

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm