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Eugenia Phelan, Financial Advisor

FINANCIAL ADVISOR
Eugenia Phelan

DFSA™
37 Main Street East, Grimsby, ON L3M 1M7opens in a new window
CallSend Me a Message

Focus Areas

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

About Eugenia

Welcome to my bio!

As a financial advisor, my core goal is to discover where you would like to be – and ultimately help you get there.

How? Through personalized, secure financial planning that puts your confidence first. With tailored blueprints designed to protect and preserve your wealth, our relationship is built on trust and guidance every step of the way ensuring stability and confidence in your financial future.

Great responsibility is taken in ensuring that we have the best resources, skills, and tools in the industry to keep your values and goals aligned and at the forefront of all our...

Work History

  • Edward JonesMarch 2024 to Current

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

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

Learn More