Next Steps Planning with IPC Securities

Next Steps Planning with IPC Securities 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 t

ime 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

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

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+19056482425

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