Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

How we work

You made it easy and comfortable for me

This is exactly what I need at this point and time in my life. You made it easy and comfortable for me.” - Andy K

The best move we could have made.

Marie and Cindy: Many thanks to yourself and Cindy for your efforts over the last few weeks. The transfer of assets is going smoothly and your replies to my questions are quick and informative. When I think of the service I received from my former investment managers and investment company it was not comparable by any means. The two of you (and probably others in the background) have gone beyond what we expected. So, what am I saying: "The best move we could have made." -Allan and Joan C.

Praise is best heard in the third person

"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 T.

Praise is best heard in the third person

"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. A huge “thank you” goes out to Marie and her staff for helping us get to where we are today! signed….living in Panama! " - Virginia