Advisors

Marie Phillips, B.A. (Hons), RRC®,CFDS,PFP 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 advantage of years of experience as a regulatory compliance officer....

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 Management Essential course. ...