Eugenia Phelan, Financial Advisor

FINANCIAL ADVISOR
Eugenia Phelan

DFSA™
37 Main Street East, Grimsby, ON L3M 1M7opens in a new window
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Focus Areas

  • Business owner considerations
  • Employee stock options
  • Retirement savings strategies
  • Education savings strategies
  • Special needs financial considerations
  • Wealth protection strategies

Personal Interests

  • Boxing
  • Animal Rescue
  • Volunteering
  • Health & Nutrition
  • Hiking

Team Members

  • Nicole Baubie
    Sr. Branch Office Administrator
  • Jennifer Kimman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 309-7566

Fax

(877) 314-6594

Office Address

37 Main Street East
Grimsby, ON L3M 1M7opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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