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

Wealth Advisor

Marie Phillips, BA (Hons), RRC, CFDS, PFP, FCSI, MFA-P™ has been in the financial services industry since 1992. She is a respected member and past chair of IPC’s National Advisory Board and has an adv...

Cindy Little

Associate Investment Advisor

Cindy has been in the Financial Services Industry for many years, having completed the CSC and CPH, is licensed as an Associate Investment Advisor. Cindy has also recently completed the Wealth Managem...

Helen Campbell

Business 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...

Letitia Fluit, MBA

Wealth Advisor

Letitia began her career with Bick Advisors as a student working part-time for Clarence’s team in 1998. She has worked with all the advisors in the office in the subsequent years, gaining experience i...

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

Hamilton Philharmonic Orchestra

Music at Fieldcote Series

Rotary Club of Ancaster; Community Theatre

Royal Botanical Garden (Through Counsel Portfolio Services)

Senior Achievement Centre