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
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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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.
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12 August, 2016
The benefits and drawbacks of cash versus credit. Last year, Canadian debt levels reached another record high, with the average... More »
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.
- Joanne Turnell
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.