Advisors

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 the 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. ...

Jennifer joined the Bick Advisors team in 2017 and has transitioned to Administrative Assistant to Marie at Next Steps Planning. Jennifer plays a key role on our team having accumulated a wealth of knowledge over her 5 years in the financial industry....