Find a CEA

I am a CERTIFIED FINANCIAL PLANNER®  with TD Wealth Financial Planning and more than 25 years of experience in the financial industry. I ensure my clients have financial peace of mind and security by looking at their holistic financial picture and advising them on the best solutions to meet their financial goals.

Twenty years ago I discovered my true passion - helping families connect their dreams to their goals by creating tactical and purpose-built financial strategies.

My year's as a technical trainer taught me that no question is ever too basic or too trivial. When we meet to discover what is truly important to you and your family, my goal is to make sure that all your questions are answered and you have the knowledge to make truly informed decisions about your future. I will work beside you for the long-term, listen to your concerns and ideas and then we will work together to build a financial strategy that is built just for you. We will connect regularly along the way and make adjustments as necessary.

Over the 35+ years that my wife and I have lived in Brampton, and now recently Orangeville, we have grown deep roots in the community. Our grown and married daughters (and 3 grandchildren that we love to pieces) are close to us and we are very proud of their accomplishments. I would consider myself a self-declared coffee and wine enthusiast and a fairly competent home handyman. I have tried my hand at making wine but lately I have shifted to mastering my coffee roasting skills. I enjoy the concept of cooking, but favour eating instead.

Marie Phillips, B.A. (Hons), RRC, PFP, FCSI, MFA-P,
CEA 

Marie was awarded the 2023 Female Trailblazer of the Year
and the 2024 Excellence Award for Philanthropy and Community Service 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 range of media outlets, 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 artistic achievement. 

“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 Advice^TM in wealth
planning, 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. 

Empowering Financial Futures

Independent of her role with IPCSC, Marie Phillips continues
her mission to help Canadians achieve financial confidence.

In 2020, Marie co-authored the acclaimed book Financial
Success for Women by Women, and in 2025,  she
returns with two new co-authored releases: Financial Success for Pre-Retirees
and Financial Success for Retirees. These books are packed with expert insights
and practical strategies for planning and thriving in retirement.

Email: marie.phillips@ipcsecurities.com 

Website: www.NextStepsPlanning.ca 

Linked In:(1)
Marie Phillips, BA (Hons) RRC, PFP, FCSI, MFA-P, CEA | LinkedIn 

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.

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 scale their practice.

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 one-on-one sessions focused on investment management.

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, CEA, FCSI, CIM 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.