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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.

Latest Blog Posts

How to help a client handle a cash windfall

Filed Under: Wealth Management

5 July, 2017

Amassing an instant fortune may seem like a far flung dream, but it is actually more common than many people think. Many Canadians... Read More

680 News - Marie Phillips

Filed Under: Financial Planning | Special Reports and Newsletters

17 June, 2017

Marie Phillips, Wealth Advisor with IPC Securities speaks with Kris McCusker of 680News about the importance of Goals Based Planni... Read More

Quarterly Program Commentary | Video with Wayne Gillespie

Click on the video below for highlights on how the various IPC Private Wealth mandates have performed and the contributors and detractors to performance. 

 

 
  • 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