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SPOTTED IN THE NEWS

21 February, 2018

Why advisors need to be proactive in estate-planning conversations

Estate planning conversations tend to be difficult. Read these techniques by Marie Phillips, IPC Securities, Next Steps Planning on having this important conversatio

Saving for your future may involve using both an RRSP and a TFSA.

14 February, 2018

Intelligent Investor: (RRSP & TFSA and your financial goals)

Saving for your future may involve using both an RRSP and a TFSA.

5 February, 2018

Intelligent Investor: Money Facts 2018

Wealth Transfer 101: A reference guide that breaks down contribution limits for RRSPs and TFSAs.

Wealth Transfer

2 February, 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.

 

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Meet the Team

Marie Phillips, Honours BA, RRC®

Wealth Advisor

Cindy Little

Associate Investment Advisor

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