Mission Statement
“By listening to our clients and understanding their unique financial needs, we develop and implement personal financial plans that enable the achievement of their goals through the growth and preservation of their wealth.”
Grand Financial Planning was founded in June 2005 by Joy O’Donnell with a vision to develop a firm of client-focused advisors who provide comprehensive financial planning services to all levels of clientele.
Our advisors and their history as Certified Financial Planners are always publicly disclosed in AdvisorReport. You can search AdvisorReport by clicking here.
Joy O’Donnell, BA, CFP
Joy O’Donnell is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes to assisting clients with a full range of services including comprehensive financial planning, retirement planning, investment management, planned giving, estate and multi-generational planning. Her clients include professionals, high-net-worth individuals, small business owners and retirees.
Joy is well qualified to advise her clients and has been helping them make the right decisions about their future since 1995. A graduate of the University of Guelph with a double major in Management and Economics, Joy also received her CFP designation in 2002. As a result of the outstanding advice and service she provides, Joy has built a loyal following of satisfied clients.
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Her practice continues to flourish thanks to clients recommending her to friends, family members and business associates. In her time away from work, Joy serves her community through the Rotary Club of Brantford. She is also a Past President of the Cambridge North Rotary Club and has received multiple awards, including twice being named a Paul Harris Fellowship recipient, Rotarian of the Year, and the Outstanding Service and Dedication Award. Joy is on the Board of the Grand River Conservation Foundation where she can focus her passion for environmental issues in the preservation of the mighty Grand River. That same passion has led her to take on the leadership role of Chair of the Mohawk Lake Working Group, an organization focused on revitalizing one of Brantford’s most untapped ecological assets. Joy has also held executive positions on the local Board of Advocis and is an active member of both the Brant-Brantford and the Cambridge Chambers of Commerce.
Joy is happily married to her husband Joseph, and together they have two sons: Quinn, and undergraduate from the University of Ottawa, and Connor a current PhD Student at McGill University. The family resides in Brantford and enjoys sailing, swimming and mountain biking and all have a passion for both local and national current affairs.
When you make financial decisions, you want expert guidance. Whether you need a comprehensive financial plan or guidance in one key area – such as retirement, estate planning, or investing – Joy can help.
Eric Attlebery, HBA, MBA
Eric joined Grand Financial Planning in July 2006 as the Business Manager. He brought with him extensive financial planning industry experience, including at the corporate level at the head office of a large Canadian wealth management company.
Eric is a former member of the FundEX Administrators’ Committee. Comprised of selected members from across Canada, this advisory board represented the views and interests of FundEX offices with a mandate to make recommendations aimed at improving the overall efficiency of the operational policies and procedures of the company at a local and national level. He also sits on the Board of Directors of Advocis Brant Norfolk, a membership association of financial advisors and planners that advocates for professionalism and consumer protection.
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Eric grew up in Paris and is happy to be living in Brantford as he continues his career in financial services. In his spare time, he enjoys traveling, reading, and sports.
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Margaret Phillips
Margaret Phillips is committed to providing her clients with comprehensive, high-quality financial advice. Her areas of expertise include financial planning, tax planning, budgeting, estate planning, wealth accumulation, and insurance solutions.
Since beginning her career in 2001, Marg has been dedicated to helping individuals and families make informed financial decisions. She earned her Certified Financial Planner (CFP) designation in 2008 and has since combined her professional experience with a passion for education. For several years, she has served as a Professor at Conestoga College, where she teaches in the School of Business-primarily focusing on Tax Strategies course within the Financial Services program.
Marg has continually advanced her expertise in taxation, having mentored with a large public accounting firm in Hamilton and worked as a Tax Expert on contract with Intuit Canada.
Outside of her professional life, Marg has been married to her husband Greg since 1989. They have two children, Megan and Joel. Originally from Brantford, Marg and Greg now reside in the village of Scotland, where they enjoy the relaxed pace of rural living. In her spare time, Marg enjoys traveling to new countries, creating stained glass art, and exploring her newfound passion for watercolor painting.
