Phoenix Financial Solutions is owned and operated by Dana Thain.
Dana started her business in 1991 on a part-time basis in her home town of Prescott Ontario. In 2003, while living in Peterborough, Dana opened Phoenix Financial Solutions on a full-time basis.
Dana attended both York University and St. Lawrence College, studying Business Administration at both locations. After graduation, Dana hads continued her studies, earning her Certified Financial Planner (CFP), Personal Financial Planner (PFP), Certified Investment Manager (CIM) and Fellowship of the Canadian Securities Institute (FCSI).
In addition to working at Phoenix Financial Solutions, Dana has taught various accounting, entrepreneurship and business courses at Fleming College and Class Connections. Dana has also earned her Teacher of Adults Certificate.
All of these academic pursuits provide Dana with the knowledge to advise clients of the finance, investment and tax consequences and opportunities of operating a small business in Ontario.
Dana’s business philosophy is simple. Treat all clients like they are family. Watch their pennies like they are mine, help them achieve their goals and give the best service and advice possible.