Our Team

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 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 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 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...