Marie Phillips, Honours BA, RRC

Wealth Advisor

Next Steps Planning

Marie Phillips lives and breathes the mantra that “A goal without a plan is just a wish”. As a professional financial planner, she works with clients to help them paint a detailed picture of the future and coaches them on the steps required to achieve that goal. Although the detailed strategies will incorporate tax, education, insurance, banking, retirement and estate planning, she breaks down each goal into manageable next steps that can be tackled one by one — like single steps on a journey through life.

With over 20 years in the financial services industry and with an early focus on compliance, she has been dedicated to ongoing education and has earned her Professional Financial Planning accreditation. She’s also completed CIFP’s Registered Retirement Consultant designation as well as many courses on tax, ethics and estate planning.

Marie emigrated from the U.K. to Canada in 1975. She lives in Alberton with her husband Craig and daughters Kelty and Lachlann. She also supports a number of community organizations including: Lunches for Kids, Big Brothers and March of Dimes. She is an amateur musician and is on the Board of Directors for the Hamilton All-Star Jazz Band.

2016 Reader's Choice Award

THANK YOU

For casting your vote of confidence!

It is an honour to receive the 2016 Diamond Award as Best Financial Planner.

A goal without a plan is just a wish”.Antoine de Saint-Exupéry

2014 Best Client Experience Award

Best client experience award

In September 2014, Marie Phillips was the national recipient of the 2014 Best Client Experience Award presented at the 2014 Investment Planning Counsel National Conference.
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Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.