Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P Email and Phone Number

Wealth Advisor @
Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P's Location
Ancaster, Ontario, Canada, Canada
About Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P

Clients of Marie's understand that there is a difference between being a steward or caretaker of wealth versus being solely a consumer. They have accumulated more than enough wealth to meet the needs and wants of today's lifestyle and are looking to make a lasting impact on their community. They value and appreciate the professionalism of their Wealth Advisors to guide and implement their philanthropic goals, understanding that the process of taking the time to reflect and communicate on what is important to them and their families is imperative to its success. Whether it is a one-time gift in their Estate Plan, or the desire to oversee an ongoing commitment to funding through a foundation, we can help define their legacy.*Insurance products available through Next Steps Planning Inc

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P's Current Company Details
Next Steps Planning - IPC Securities Corporation

Next Steps Planning - Ipc Securities Corporation

Wealth Advisor
Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P Work Experience Details
  • Next Steps Planning - Ipc Securities Corporation
    Wealth Advisor
    Next Steps Planning - Ipc Securities Corporation 2013 - Present
    Ancaster, Ontario
    www.nextstepsplanning.ca
  • Investment Planning Counsel
    Vice President, Bick Advisors
    Investment Planning Counsel Dec 2012 - Apr 2015
    Ancaster
    My goal is to “coach” each of my clients in achieving their financial goals. With excellent service, coaching and education, and commitment to participation from my clients, I continually strive to exceed expectations without making the process overwhelming. I’ve adopted the “next steps” approach to financial planning where the process is divided into manageable tasks. Continuing in my role as the educator, I ask the right questions and take the time to analyze and listen to the answers provided by my clients. I appreciate my clients’ trust and admit that being a former compliance officer does help with my reputation of integrity amongst my clients.
    View
  • Burgeonvest Bick Securities Limited
    Financial Advisor & Vice President, Training
    Burgeonvest Bick Securities Limited Jan 2011 - Dec 2012
    View
  • Burgeonvest Bick Securities Limited
    Vice President, Compliance
    Burgeonvest Bick Securities Limited Jan 2010 - Jan 2011
    View
  • Bick Financial Security Corporation
    Vp Compliance & Chief Compliance Officer
    Bick Financial Security Corporation Oct 2007 - Dec 2009
    View
  • Assante Wealth Management
    Industry Analyst
    Assante Wealth Management 2000 - 2007
    Toronto, Canada Area
    SWOT analysis of managed money solutions, competitive intelligence of manufacturing and distribution platforms
    View
  • Financial Concept Group
    Research And Training
    Financial Concept Group 1993 - 2000
    Hamilton
    FCG was folded into Assante Wealth Management in the Late 1990s. After Managing the practice of one of the founders of FCG, the research & training department was established by Marie to provide proactive continuing education support in the field of investments, financial planning and regulatory initiatives for the Hamilton/Burlington offices of Assante "HBO".
    View

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P Skills

Mutual Funds Investments Strategic Financial Planning Wealth Management Securities Retirement Planning Investment Advisory Financial Planning Investment Strategies Financial Advisory Retirement Asset Management Financial Services Asset Allocation Portfolio Management Life Insurance Risk Management Estate Planning Financial Planners Investment Management Insurance Wealth Management Services Alternative Investments Equities Wealth Disability Insurance Critical Illness High Net Worth Individuals

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P Education Details

  • Knowledge Bureau
    Knowledge Bureau
    Philanthropy
  • Canadian Securities Institute
    Canadian Securities Institute
    Fsci
  • Canadian Securities Institute
    Canadian Securities Institute
    Pfp
  • Canadian Federation Of Divorce Specialists
    Canadian Federation Of Divorce Specialists
    Cfds
  • Canadian Institute Of Financial Planning
    Canadian Institute Of Financial Planning
    Financial Planning
  • Olivers Learning
    Olivers Learning
    Life Insurance (Fsco)
  • Canadian Securities Institute
    Canadian Securities Institute
    Pdo, Cco, Csc, Cph, Pfpc
  • Schulich School Of Business - York University
    Schulich School Of Business - York University
    Business
    View
  • Investment Funds Institute
    Investment Funds Institute
    Opd
  • Mcmaster University
    Mcmaster University
    History
    View
  • Academy Of Financial Divorce Specialists
    Academy Of Financial Divorce Specialists
    Chartered Financial Divorce Specialist

Frequently Asked Questions about Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P

What company does Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P work for?

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P works for Next Steps Planning - Ipc Securities Corporation

What is Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P's role at the current company?

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P's current role is Wealth Advisor.

What schools did Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P attend?

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P attended Knowledge Bureau, Canadian Securities Institute, Canadian Securities Institute, Canadian Federation Of Divorce Specialists, Canadian Institute Of Financial Planning, Olivers Learning, Canadian Securities Institute, Schulich School Of Business - York University, Investment Funds Institute, Mcmaster University, Academy Of Financial Divorce Specialists.

What are some of Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P's interests?

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.

What skills is Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P known for?

Marie Phillips, Ba (Hons) Rrc, Cfds, Pfp, Fcsi, Mfa-P has skills like Mutual Funds, Investments, Strategic Financial Planning, Wealth Management, Securities, Retirement Planning, Investment Advisory, Financial Planning, Investment Strategies, Financial Advisory, Retirement, Asset Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.