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

06/01/2026

The market is still treating the closure of the Strait of Hormuz as a disruption that can be absorbed. That may prove correct, but the window for that outcome is narrowing.

Marie found one and shared!! Who else has seen the Hamilton Music Collective   posters at shelters across the city?
05/29/2026

Marie found one and shared!! Who else has seen the Hamilton Music Collective posters at shelters across the city?

If you look around, you’ll still spot our Playing It Forward posters at shelters all over the city 👀
Seen one lately? Snap a pic and tag us! 📸💛

Thank you again to Next Steps Planning with IPC Securities, Next Steps Planning INC and Evolve for powering this campaign and shoutout to Sarah McLachlan for the enthusiastic support of our programs. We appreciate you helping us Change Lives Through Music!

  has cooled, But The Price Level Has Not...“Enjoyed this article? Subscribe to our weekly e‑newsletter to get more insi...
05/27/2026

has cooled, But The Price Level Has Not...

“Enjoyed this article? Subscribe to our weekly e‑newsletter to get more insights delivered straight to your inbox.”

Corrado Tiralongo, Vice President and Chief Investment Officer at Canada Life Investment Management Ltd., explains why slowing inflation still leaves Canadians facing persistently higher prices today.

05/20/2026

Travel Insurance on NextSteps Coverage. An elegant, informational insurance companion that guides clients through Travel.

Retirement isn’t the end of the road—it’s the start of a new chapter. The key to enjoying it fully is preparation: finan...
05/13/2026

Retirement isn’t the end of the road—it’s the start of a new chapter.

The key to enjoying it fully is preparation: financially, emotionally, and strategically. With the right plan, retirement can mean freedom, confidence, and the ability to live life on your terms.

If you’re looking for guidance, Marie's co-authored book, "Financial Success for Retirees," offers practical, easy‑to‑follow strategies to help you protect your wealth, create a reliable income, and make smart decisions in every phase of retirement. Whether you’re already retired or getting close, this book is your roadmap to a secure and fulfilling future.

Ask us for your copy!

Your first year of retirement may be an adjustment, here is what you might expect.

What a great   tie-in!Ensemble TV Show on Cable 14 Hamilton
05/11/2026

What a great tie-in!
Ensemble TV Show on Cable 14 Hamilton

NEW EPISODE ALERT! See the Ensemble! episode starring The Brant Parker Band - Hosted by Dave Rave & filmed at Clifford Brewing Co. @ Cable 14 Hamilton or live at cable14now.com C14community

Schedule

Mon May 11: 8pm
Tue May 12: 1:30am
Thu May 14: 12pm
Fri May 15: 7am
Sat May 16: 4:30pm
Sun May 17: 1:30am

Mon May 18: 8pm
Tue May 19: 1:30am
Thu May 21: 12pm
Fri May 22: 7am
Sat May 23: 4:30pm
Sun May 24: 1:30am

Mon May 25: 8pm
Tue May 26: 1:30am
Thu May 28: 12pm
Fri May 29: 7am
Sat May 30: 4:30pm
Sun May 31: 1:30am

Mon Jun 1: 8pm
Tue Jun 2: 1:30am
Thu Jun 4: 12pm
Fri Jun 5: 7am
Sat Jun 6: 4:30pm
Sun Jun 7: 1:30am

🌟 Honoured to Be a 2026 Wealth Professional Awards Nominee — Philanthropy Category 🌟I’m incredibly honoured to be named ...
04/30/2026

🌟 Honoured to Be a 2026 Wealth Professional Awards Nominee — Philanthropy Category 🌟
I’m incredibly honoured to be named a 2026 Wealth Professional Awards nominee in the Philanthropy category.

The WP Awards celebrate excellence across Canada’s wealth management sector, recognizing leaders who elevate our industry through service, innovation, and meaningful impact. To be acknowledged among professionals who are shaping the future of wealth management is truly humbling.

This nomination is especially meaningful because philanthropy is at the heart of everything I do—helping individuals, families, and communities build stronger futures through generosity, education, and empowerment.

I look forward to joining colleagues and industry leaders on June 4, 2026, at Toronto’s Liberty Grand, as we celebrate the twelfth year of this incredible event.

Thank you to everyone who has supported, collaborated, and inspired me along the way. This recognition is shared with all of you. 💛

The Power Of Knowing What You Don’t Know: A Guide To MasteryWhen people languish in unconscious incompetence, they are a...
04/29/2026

The Power Of Knowing What You Don’t Know: A Guide To Mastery
When people languish in unconscious incompetence, they are afraid to admit their misperceptions and mistakes. A common reaction is to shift the blame elsewhere: the course is wrong, the test is unfair, the instructors don’t know what they’re talking about. As researchers have found, it takes “intellectual humility ” to own one’s mistakes and gaps in one’s knowledge, skills, and understanding.
Read Full Article HERE:

"Knowing what you don't know" is one of the most powerful ways to navigate your learning. Discover how to overcome unconscious incompetence and turn your failures into a compass.

Ian Thomas on tour!
04/27/2026

Ian Thomas on tour!

Hi Folks,

Less than a week before the tour begins in Orillia on April 28th. Read and appreciate your many comments on last week's post and want to provide some background on venue selection.

My concert bookings are all handled by the team at Shantero, and they select the venues based on suitability and availability. Some venues are too small and others too large. Some are already booked and not available for the desired dates. Familiarity with the venue is also important, too. When planning a tour we also look at optimizing travel costs and logistics by grouping concerts in reasonable proximity to one another. At my age, the less wheel time, the better!

As you can see, a number of considerations go into where and when we perform. That said, I take all your requests to heart, and if there's an opportunity in the future to do a selective "one-off" here and there, we'll take a good look at it. I'd love to be able to play everywhere like in the good old days, but that ship has sailed.

Anyway, your comments and suggestions are much appreciated. Looking forward to starting the tour and hope to see you out there.

Best, Ian
xoxo

Ticket info at shantero.com

A Truly Beautiful Song by Caroline Wiles Music today on CHCH TV Morning live!
04/24/2026

A Truly Beautiful Song by Caroline Wiles Music today on CHCH TV Morning live!

Caroline Wiles joined us to perform 'Truly Beautiful' from her new album.

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

Telephone

+19056482425

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