Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Marie Phillips

B.A. (Hons), RRC, PFP, FCSI, MFA-P, CEA
Wealth Advisor

Marie was awarded the 2023 Female Trailblazer of the Year and the Excellence Award for Philanthropy and Community Service in 2024 by Wealth Professional. Marie’s numerous pers...

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...

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 a...

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Marie Phillips

B.A. (Hons), RRC, PFP, FCSI, MFA-P, CEA
Wealth Advisor

Marie was awarded the 2023 Female Trailblazer of the Year and the Excellence Award for Philanthropy and Community Service in 2024 by Wealth Professional. Marie’s numerous personal and professional achievements have earned her a place among the industry’s best, and she has been published or profiled by a wide variety of media, including BNN, Investment Executive and Wealth Professional. Still, her impact extends far beyond her acclaimed financial acumen.

As an amateur musician, Marie has channeled her passion for the arts into philanthropic endeavours that enrich her community. As a panelist at the 2020 CAGP International Women’s Day, she spoke eloquently about the importance of using wealth to better one’s life and support loved ones. An active volunteer, Marie dedicates her time to advocating for financial literacy and championing initiatives that recognize achievement in the arts.

“I feel that the most important goal is to have a life that is filled with purpose,” says Marie, and her impressive list of accolades is a testament to the fulfilling path she has forged, including receiving the IPC Cares Award for Community Service, Value of Advice awards, Best Client Experience Awards and the George R. Robinson Award.

Whether you’re looking for Sound Advice in wealth-planning, starting your philanthropic foundation, scaling your existing initiatives or simply exploring new ways to give back, Marie’s expertise and unwavering dedication will empower you to achieve your financial goals.

 

Email: marie.phillips@ipcsecurities.com

Website: www.NextStepsPlanning.ca

LinkedIn: Marie Phillips, BA (Hons) RRC, PFP, FCSI, MFA-P, CEA | LinkedIn

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 needs, making her a valuable complement to Marie’s Team.

She is proud to have been interviewed and recognized as one of Canada’s Investment Industry Faces.

Helen lives in Hamilton with her two children Jordyn and Lucas. She is a certified Yoga Instructor and the developer of “YogaBugz”, a program dedicated to teaching youth about yoga.

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 knowledge over her 5 years in the financial industry. With her previous years as a legal clerk, Jennifer brings her diverse experiences in all areas of client management. Her goal is having clients achieve financial success and enjoying their retirement when the time comes!

 

Jennifer resides in Ancaster with her children, Reilly and Kaiden and has recently become a puppy mummy to a new Berne doodle named Blu. When she’s not working, she enjoys travelling, baking, and decorating her new home.

Our Consultants

 

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.