Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Next Steps Planning

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Smart Talk About Your Insurance Options

29 September, 2016

When considering the purchase of insurance, the various available options can be a bit perplexing and stressful. Your advisor’s role... More »

How Would You Like To Pay?

12 August, 2016

The benefits and drawbacks of cash versus credit.  Last year, Canadian debt levels reached another record high, with the average household... More »

Charitable Giving

Starting in 2016, new rules will come into effect for charitable donations made upon a person’s death. If you plan to leave gifts to a charitable organization in your Will, or designate a charity as the beneficiary of your Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF), Tax-Free Savings Account (TFSA) or life insurance policy....

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  • Marie does a great job of listening to my financial needs and finding the right solutions, I feel confident knowing that Marie is looking out for my best interests.

    - Joanne Turnell
  • With having limited knowledge of investments, my husband and I were referred to Marie Phillips at IPC Securities to help direct and plan for our retirement. Marie took the time to go through the numbers, our lifestyle and our expectations to help us set realistic and achievable goals in order for us to accomplish our dreams. Today our dreams have been realized.

    - Virginia