Our Team
Employee Benefits Specialist
Nick Godfrey (He/Him) is a licensed life and health insurance broker with a specialty in employee benefits. Nick’s goal is to help businesses grow by attracting and retaining the best employees, controlling costs and providing great advice.
Nick, a Bishop’ University graduate, began his financial career as a life insurance agent at North American Life in 1988 working as a retirement income and estate planning specialist.
After a move to Oakville Ontario Nick worked as an investment advisor with Ross Dixon Financial Services and later Merrill Lynch.
Nick is an amateur naturalist, citizen scientist and supporter of wetland conservation. He is the chairman of the Oakville Ducks Unlimited fundraising committee and continues to live in Oakville with his wife Elizabeth, his son Harrison and new puppy Lyra, a very energetic Bernadoodle.
Certified Financial Planner
Brenda Potter Phelan (She/Her) is a Chartered Professional Accountant (CPA), Registered Retirement Consultant (RRC) and Certified Financial Planner (CFP) Brenda has been serving individuals, families and business owners for 20+ years by helping them manage their accounting, tax, financial and estate planning needs. As a Certified Professional Consultant on Aging she also help clients or their family caregivers manage transitions with an integrated blueprint that covers Lifestyle, Health & Wealth.
Working independently as a financial planner and she is dual licensed, with a life license for insurance and a mutual fund license for managing wealth. Recently, she became one of 300 Responsible Investment Specialists and a member of the Responsible Investing Association of Canada offering expertise and access to more responsible, sustainable and impactful investing.
Strategic Human Resources
Mehdi Rahman (He/Him) is a seasoned Human Resources professional with more than 25 years of helping Canadian companies both large and small.
Personally conducted over 10,000 interviews
Responsible for filling over 7500 open positions and staffing initiatives to fill headcount of over 90,000 roles for over 1500 business units
Developed over 12 interview programs
Led over 25 employee engagement surveys & action planning
Conducted over 175 orientation sessions
Delivered over 100 leadership development training courses
Coached over 250 executives
Teaching business at three post-secondary business schools
Led the creation of over 75 new business units in 16 different countries
Integral partner through 15 acquisition and transformation projects
Shut down over 15 business units
Founded four companies
Supported the IPO of Spin Master