• Estate Planning

    Estate Planning A necessary discussion

    It’s never too early to start your estate plan and have the conversation with your family. Read our report that can help you prepare to have the talk today!

    Learn More
  • WIN-A-BOOK CONTEST

    WIN-A-BOOK CONTEST Your favourite book

    June 11th. The Ancaster BIA will be handing out tote bags with our TOP PICKS bookmark in them! Visit our FB Page for details on how to join the conversation and WIN-A-BOOK.

    Let’s start a conversation.
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    Take your first Steps to Financial Freedom

    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

    Give us a call today
  • Is Retirement closer than you Realized?

    Is Retirement closer than you Realized?

    If you plan to retire within the next 10 years, there are a number of decisions to be made. We will create a practical approach to making your retirement dreams come alive.

    Don't wait! Contact us today.
Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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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.
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Latest Blog Posts

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... More »

Your Retirement Income

7 April, 2016

Canadians today face a great deal of uncertainty when it comes to their retirement. Historically low interest rates are squeezing fixed... More »

WIN-A-BOOK CONTEST!

On June 11th, during Ancaster Heritage Days, The Ancaster BIA will be handing out tote bags. We have placed our TOP PICKS bookmark in them! You are encouraged to share your favourite book, share your favourite passage, share your favourite reading nook. And share your new bookmark. Don't worry if you don't get a tote bag, you can still get a bookmark, just contact me! Click here for more details!

Charity Will Soon Have More Flexible Tax Benefits

Charity Will Soon Have More Flexible Tax BenefitsStarting 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.... Click here to learn more
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  • 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
  • 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