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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.

Big Bonus, Big Plans

24 November, 2016

Getting a year-end bonus? Here are some things to consider. Many companies pay annual discretionary bonuses to employees, either at... More »

Living in a Winter Wonderland

17 November, 2016

A handful of ideas to make the most of winter.   We’re coming off of a beautiful summer and autumn, and there’s no doubt that some... More »

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 »

 
  • 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