Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.


Marie PhillipsB.A. (Hons), RRC®, CFDS, PFP, FCSI, MFA-P™

Wealth Advisor

"Marie was named the 2023 Female Trailblazer of the Year (Wealth Professionals) "this award recognizes the outstanding female trailblazer advisor in the wealth management and financial planning indust...
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Helen Campbell

Office Manager

Helen joined Next Steps Planning in 2015 and brings her extensive background in Marketing, Business Development and Relationship Management, assisting clients and prospects in determining their future...
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Jennifer Sparks

Administrative Assistant

Jennifer joined the Bick Advisors team in 2017 and has transitioned to Administrative Assistant to Marie at Next Steps Planning. Jennifer plays a key role on our team having accumulated a wealth of kn...
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Our Consultants

Letitia Fluit

Wealth Advisor
M.B.A. (Hons.), CFP®, TEP, CIM®, CEA

Supporting the communities within which we work


At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

Marie's community support is listed, but not limited to the below.

100 Women Who Care – Milton


Ancaster Soccer

Blues Studio

Hamilton Arts Awards

Hamilton Bulldogs

Hamilton Philharmonic Orchestra

Music at Fieldcote Series

Rotary Club of Ancaster; Community Theatre

Royal Botanical Garden (Through Counsel Portfolio Services)

Senior Achievement Centre

Wip Art Exhibit

Youth Programming, Theatre Ancaster