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SPOTTED IN THE NEWS

wealth

4 April, 2018

Intelligent Investor: Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

navigating

3 April, 2018

IPC Special Report: Navigating Life’s Major Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life.

Women Wealth Build Financial Confidence With Advice

3 April, 2018

Women & Financial Confidence

Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions yo

budget

28 February, 2018

IPC Special Report : Budget 2018 -The Highlights

The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances.

 

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Meet the Team

Marie Phillips, Honours BA, RRC®

Wealth Advisor

Cindy Little

Associate Investment Advisor

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Understanding Statements

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For your convenience, we have offices in Ancaster and Milton.
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