Travel Insurance and Income Tax Preparation
Margaret Phillips, CFP
Marg prepares income tax returns and offers a range of travel insurance products. Although she operates her practice independently of Grand Financial Planning, she is able to meet our clients by appointment at our office.
Providing the most comprehensive and relevant advice possible is her most important priority. Her dedication to exceptional client service is clear from the first meeting.
A graduate of both Georgian College and Mohawk College, Marg has been guiding clients through their financial decisions since 2001. She holds a Certificate in Financial Planning and achieved her Certified Financial Planner (CFP) designation in 2008. Marg was born and raised in Brantford and has enjoyed the confidence and respect of a wide range of friends and acquaintances with whom she has built a trusting relationship over the years. As a result, Marg has seen her business grow primarily through referrals from satisfied clients.
When she is not actively working for her clients or studying to enhance her professional knowledge, Marg can be found spending leisure time with her husband Greg, whom she married in 1989, and their children Megan and Joel. She also likes to set aside time for swimming, travelling and reading.