Marie Phillips, B.A. (Hons), RRC, CFDS, PFP, FCSI, MFA-P, was awarded the 2023 Female Trailblazer of the Year and the Excellence Award for Philanthropy and Community Service in 2024 by Wealth Professional. Marie’s numerous personal and professional achievements have earned her a place among the industry’s best, and she has been published or profiled by a wide variety of media, including BNN, Investment Executive and Wealth Professional. Still, her impact extends far beyond her acclaimed financial acumen.
As an amateur musician, Marie has channeled her passion for the arts into philanthropic endeavours that enrich her community. As a panelist at the 2020 CAGP International Women’s Day, she spoke eloquently about the importance of using wealth to better one’s life and support loved ones. An active volunteer, Marie dedicates her time to advocating for financial literacy and championing initiatives that recognize achievement in the arts.
“I feel that the most important goal is to have a life that is filled with purpose,” says Marie, and her impressive list of accolades is a testament to the fulfilling path she has forged, including receiving the IPC Cares Award for Community Service, Value of Advice awards, Best Client Experience Awards and the George R. Robinson Award.
Whether you’re looking for sound wealth-planning advice, starting your philanthropic foundation, scaling your existing initiatives or simply exploring new ways to give back, Marie’s expertise and unwavering dedication will empower you to achieve your financial goals.
Website: www.NextStepsPlanning.ca
I have spent the past 25 years working with businesses in finance and administration, building the trust of peers and clients. Through this work I improved processes resulting in more efficient and profitable companies. It was during this time that I was first named as an executor. I discovered that my knowledge regarding financial issues and tax laws, as well as my organizational skills, were valued assets to help make decisions that are in the best interest of an estate. After being asked to be an executor for the fifth time by another colleague, I furthered my education by obtaining the Certified Executor Advisor certification through the Canadian Institute of Certified Executor Advisors.
Benjamin Pinfold's practice primarily focuses on Wills, Estates, and Trusts. Since his call to the bar in 2022, he has been dedicated to honing these skills, and to serving his community.
Outside of work, Ben Pinfold is a competitive broadsword fencer, enjoys brewing mead, and is honoured to volunteer as a Medical First Responder with St. John Ambulance.
I
operate a full service wealth management practice as a Limited Partner at Edward Jones. We are based in Stouffville,
Ontario and serve across Ontario and Alberta.
We help our client families navigate life events with expertise,
compassion and integrity. Our clients feel confident and secure because we
understand their values and priorities.
We specialize in estate considerations, intergenerational wealth transfers and complex investment and insurance planning needs.
Canadian Heritage Wealth & Estate provides retirement investment advice, estate planning advice, and business succession advice to individuals in Ontario.
Jeffrey Poirier, Financial Advisor
CFP, CLU, CHS, RIS
A graduate of McGill Univesity, Sandy is Founder and Principal at Trimaran Financial. Sandy is a Financial Advisor specializing in financial, estate, and retirement planning for more than 25 years. She partners with her clients to help them control and protect their life's work by making wise choices. Working collaboratively with her client's professional advisors, Sandy provides clarity to identify the best solutions to help self-employed professionals and business owners find the right solutions to implement and achieve their financial security and independence goals.
Kam is a Senior Financial Consultant and uses a collaborative approach while implementing risk management and estate optimization plans for clients.
Kam’s areas of expertise include risk management strategies for business owners, advanced insurance strategies for estate needs, and tax mitigation techniques in the face of long-term planning needs. His passion is empowering people through knowledge, delineating complex information in palatable language and relatable explanations.
Investment practice management consultant, working with Discretionary Portfolio Managers and Investment Advisors who wish to build or refine their investment portfolios, reduce ad hoc and differentiate their practice from others.
The advisory role can be an isolating one, with a lack of clarity regarding which steps to take to achieve that next level.
I serve as an advisor's sounding board to success by facilitating a series of one-on-one workshops focused on best practices in
investment management for advisors.
The end result is a
heightened level of conviction, which comes after they've taken a fresh look at
their practice, weighed the pros and cons in various areas, and made decisions based on what will have the
most meaningful impact.
My designations are CFP, FMA, FCSI and I worked for 12 years as a Discretionary Portfolio Manager and Investment Advisor for some of the world's best regarded investment firms.
As a Chartered Professional
accountant (CPA) and Certified Financial Planner (CFP), I have worked for more than 25 years with clients to enhance their financial well being and peace of mind by helping them manage
their financial, tax and estate planning needs. I partner with Investia Financial as an independent financial partner, licensed in both Ontario and Prince Edward Island.
As an Elder Planning Counselor (EPC) I
recognize the needs of a growing aging population and offer age friendly guidance
and solutions to enhance financial and emotional well-being.
At Timeless Financial I understand that every financial situation is unique and managing your wealth can be complex and time-consuming.
Are you an Executor or Executrix? Working with a Certified Executor Advisor will help you navigate through the 17 potential professions involved in settling an estate needed to achieve the best results for everyone involved.
As a financial services professional with over 30 years of experience, I am passionate about building rapport with my clients, earning their trust and helping Canadians reach their financial goals to ensure that their families are taken care of.
October 30th 2025 - Mississauga, ON.
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE