Marie Phillips, B.A. (Hons), RRC®,CFDS,PFP,FCSI
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.
She has received the IPC Cares Award, IPC Value of Advice award, Top Ten Wealth Builder of the Year Award, Best Client Experience Award and has been published / profiled in a wide variety of articles including BNN, the Investment Executive and the Wealth Professional.
“A goal without a plan is just a wish”
As a professional Wealth Advisor, planning is the foundation for Wealth Health. Marie uses a holistic approach (incorporating life goals, tax, cash flow, education, insurance, banking, retirement/estate planning, and philanthropy) and coaches her clients towards achieving their goals with detailed, obtainable Next Steps so that they can organize their financial house.
“I feel that the most important goal is to have a life that is filled with purpose” says Marie and, to that end, she has found some fun and interesting ways to give back to her community.
Marie was a recipient of a music bursary, and although she did not pursue a career in music, the ARTS sector is where her philanthropy is focused. As a panelist at the 2020 CAGP International Women’s day, Marie spoke about the importance of understanding that achieving wealth is not a purpose or a destination but a tool to help enrich your life, your community and loved ones.
An active member in her community, Marie volunteers her time advocating for financial literacy and supports many more initiatives that helps recognize achievement and advancement for the Arts.
AIFEC (The Hamilton Music Collective)
Hamilton All Star Jazz Band
Hamilton Arts Awards
Hamilton Musicians Guild
Hamilton Philharmonic Orchestra
Music at Fieldcote Series
Rotary Club of Ancaster; Community Theatre
Royal Botanical Garden (Through Counsel Portfolio Services)
Senior Achievement Centre
Wip Art Exhibit (Annual Pop-Up Art Show)
Youth Programming, Theatre Ancaster
Her commitment to ongoing education ensures she is top in her field to best serve her clients and enjoys working with clients that are similarly community minded.
Marie Phillips is a co-author of the forthcoming book, Financial Success for Women, by Women. #FS4WBW. Contact her today for your free copy!
IPC Cares Award
A strong believer in community service, Marie is the 2020 recipient of the IPC Cares Award for Community Service. At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.
IPC Value of Advice Award
To recognize the best planners at IPC and the value that financial planning can have on a client’s life and know that the long-term impact can be immeasurable. A good financial plan is a combination of the strategy and value that clients gain when they work with a financial advisor.
Top Ten Wealth Builder of the Year
This goes to the 10 Advisors who have invested in their business by nurturing prospects and existing clients. The health and effectiveness of these wealth management business are measured using Net Sales.
Best Client Experience Award of the Year
The Total Client Experience Award is based on TCE module implementation, process utilization and practice management. It is awarded to the top Advisor or Team for the consistent delivery of the Personal Wealth Management Process. Among others, this award also recognizes the extent to which an Advisor or Team has embraced and executed the TCE – from the look and feel of their offices, to their reports and communication strategy.
Marie is a co-auther in the forthcoming book, Financial Success for Women, by Women (#FS4WBW) due out in the Spring of 2020.