Marie Phillips, B.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 industry whose astounding personal and professional achievements have earned them a place among the industry’s best." She was a 2022 recipient of the Globe and Mail's Canada’s Top Wealth Advisor: Best in Province has received the IPC Cares Award for Community Service, Value of Advice awards, Top Ten Wealth Builder of the Year Award, Best Client Experience Awards, George R. Robinson Award, and has been published / profiled in a wide variety of articles including BNN, the Investment Executive and the Wealth Professional.
“A goal without a plan is just a wish”
As a Professional Wealth Advisor planning is the foundation for Wealth Health. Marie uses a holistic approach (incorporating life goals, tax, cash flow, education, insurance, banking, retirement/estate planning, and philanthropy) and coaches her clients towards achieving their goals with detailed, obtainable Next Steps so that they can organize their financial house.
“I feel that the most important goal is to have a life that is filled with purpose” says Marie and, to that end, she has found some fun and interesting ways to give back to her community.
Marie was a recipient of a music bursary, and although she did not pursue a career in music, the ARTS sector is where her philanthropy is focused. As a panelist at the 2020 CAGP International Women’s day, Marie spoke about the importance of understanding that achieving wealth is not a purpose or a destination but a tool to help enrich your life, your community and loved ones.
An active member in her community, Marie volunteers her time advocating for financial literacy and supports many more initiatives that helps recognize achievement and advancement for the Arts.
AIFEC (The Hamilton Music Collective)
Blues Studio
Hamilton All Star Jazz Band
Hamilton Arts Awards
Hamilton Musicians Guild
Hamilton Philharmonic Orchestra
Music at Fieldcote Series
Rotary Club of Ancaster; Community Theatre
Royal Botanical Garden (Through Counsel Portfolio Services)
Senior Achievement Centre
Westdale Theatre
Wip Art Exhibit (Annual Pop-Up Art Show)
Youth Programming, Theatre Ancaster
Her commitment to ongoing education ensures she is top in her field to best serve her clients and enjoys working with clients that are similarly community minded.
Marie Phillips is a co-author of the book, Financial Success for Women, by Women. #FS4WBW. Contact her today for your copy!
Disclaimer: The content of this book does not have a direct relation to, Investment Planning Counsel. The material is general in nature and should not be construed as investment advice, nor should it be relied upon when making investment decisions. Products and services mentioned are for informational purposes only. No offer is being made in any jurisdiction in which such solicitation or offer would be unlawful.