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Next Steps Planning with IPC Securities

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Next Steps Planning with IPC Securities

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Next Steps Planning: Wealth Advisor
Insurance products offered under Next Steps Planning Inc. Disclaimer shown under ABOUT.

Financial Success for Women by Women: A book written for women, by women. Marie Phillips, BA (Hons), RRC, PFP, FCSI, MFA-P , CEA, 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 the advantage of years of experience as a regulatory compliance officer. An active member in her community, Marie volunteers her time advocating for financial literacy and supports many more initiatives that help recognize achievement and advancement for the Arts. She has received the Harvest ETF's Award for Female Trailblazer of the Year 2023, the IPC Cares Award, the IPC Value of Advice Award, the Top Ten Wealth Builder of the Year Award, and the Best Client Experience Award. She has been published/profiled in various articles, including BNN, the Investment Executive, and the Wealth Professional. Disclaimers: Financial Success for Women by Women (book) The content of this book does not have a direct relation to Investment Planning Counsel. The material is general in nature and used for informational purposes only and should not be construed as investment advice, nor should it be relied upon when making investment decisions

10/12/2026

🍂 Happy Thanksgiving! 🍁

Today we're thankful for family, friends, and good food — and for the wonderful clients who trust us with their financial journeys.

Wishing you a day full of gratitude and great company.

— Marie Phillips, Insurance and Wealth Advisor | NextStepsPlanning Inc.

10/09/2026

🍂 Happy Thanksgiving, Canada! 🍁
This coming Monday, October 12, we gather around the table — but did you know Canadian Thanksgiving has its own story?

It began in 1578, when explorer Martin Frobisher held a feast at Frobisher Bay (present-day Nunavut) to give thanks for surviving his Arctic voyage — 43 years before the Pilgrims' famous dinner. Parliament made it official in 1879, and since 1957 we've celebrated it on the second Monday of October, right at harvest time.

Today I'm grateful for my clients and the trust you place in me every day.

Wishing you and yours a table full of good food and even better company.

— Marie Phillips, Insurance and Wealth Advisor | NextStepsPlanning Inc.

Source (history claims):
The History of Thanksgiving in Canada — Canada's History
https://www.canadashistory.ca/explore/arts-culture-society/the-history-of-thanksgiving-in-canada

10/08/2026

Snowbirds: single-trip or multi-trip? 🏖️

Heading south for the winter? The right travel insurance depends on how you travel:
Single-trip — one policy for one getaway. Simple, best for one big trip a year.

Multi-trip annual — covers unlimited trips for 12 months (each trip up to a set number of days). Often cheaper if you cross the border several times.
Snowbird essentials:
• Match your coverage days to your actual stay — don't get caught short
• Confirm your provincial plan stays valid while you're away (most provinces require you to be present a minimum number of days per year)
• Disclose pre-existing conditions honestly — non-disclosure can void a claim

Booking your winter escape now? Sort the insurance before you sort the sunscreen. ☀️

https://nspinc.ca/travel

10/07/2026

Turning 71 soon?
You must convert your RRSP by December 31 of that year, and the choices you make now will affect your taxes for years.

Contact us today for your RRIF Conversion Checklist: a plain-language guide to converting a Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) in Canada.

Marie Phillips, Insurance and Wealth Advisor.
Wealth Advice provided under Next Steps Planning with IPC Securities Corporation.

10/05/2026

🍎 Happy World Teachers' Day! 📚

Today, October 5, we celebrate the teachers who shape our future — one student at a time.

We've observed World Teachers' Day every October 5 since 1994, marking the anniversary of the 1966 UNESCO/ILO Recommendation on the Status of Teachers. It has Canadian roots: Canadian teacher leader Norman Goble of the Canadian Teachers' Federation championed the idea.

This year's theme says it perfectly: "Thank You for Brightening Our Future."
To every teacher who sparked curiosity, built confidence, and believed in a student — thank you. 🙏

— Marie Phillips, Insurance and Wealth Advisor | NextStepsPlanning Inc.

09/30/2026

🧡 National Day for Truth and Reconciliation

Today, we pause to reflect, learn, and listen.

We honour the children who never returned home, the Survivors of residential schools, and the families and communities who continue to carry the impacts of this legacy. September 30 is recognized across Canada as a day to remember, to deepen our understanding of the history and lasting effects of the residential school system, and to support the ongoing journey toward truth, healing, and reconciliation.

At Next Steps Planning, we believe that building a stronger future begins with understanding our shared history. We encourage everyone to take time today to learn, reflect, and consider how reconciliation can be supported through our actions, conversations, and communities.

If you'd like to learn more, we encourage you to visit the educational resources provided by the National Centre for Truth and Reconciliation, which offers learning materials, historical information, and opportunities for continued understanding and engagement.

🔗 https://nctr.ca/education/

🧡 Every Child Matters.

🧡

09/28/2026

Some of life's best investments aren't financial... they're experiences. 🎶

Supporting live music strengthens our community, supports local talent, and creates memories that last long after the final encore. ❤️

09/22/2026

🍁 Fall is a natural time to pause, review, and prepare. Just as we maintain our homes for the changing season, it's also an ideal opportunity to review the safeguards that protect our financial well-being and help prevent fraud.

Address

128 Wilson Street , West
Ancaster, ON
L8G1N3

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+19056482425

Website

http://nextstepsplanning.ca/

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