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I am a Senior Wealth Advisor  with the CFP and CPCA credentials. I have 25 years of experience working with families providing a holistic Wealth Management approach. I recommend  personalized, diversified and discipline asset management solutions along with tax minimization and estate and retirement planning.

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 

I am the owner of a senior move management and estate dispersal company in Victoria, BC.  We assist executors with tasks such as shipping to beneficiaries, preparing the home for sale, dispersal/sale of remaining household contents and connecting them with other services they require such as realtors, appraisers, lawyers, yard maintenance, etc.

I advise members on retirement, estates, and wealth building. Helping them save on taxes, debt, and maximize growth efficiency.

I am an accredited appraiser with Appraisal Institute of Canada (AACI) and have worked as a tax assessor and property appraiser in rural Manitoba for over 30 years.  I specialize in agricultural appraisals.

Sorting through the myriad of wealth management options has become a frustrating task for many investors. That, combined with the demands of everyday life makes it a difficult for individuals and families to dedicate the time to manage their wealth effectively on their own. Our clients appreciate the value of having a team of professionals to help them with their complete wealth strategy including Investments, Retirement Planning, Insurance, Estate Planning, Tax Planning and Education Funding. 

At Appleby Private Wealth Counsel we take an integrated approach to helping our clients reach their goals. That means bringing together your Investments and Insurance opportunities with your Retirement and Estate Planning goals. The resulting Wealth strategy is more efficient and less time consuming for you. All along the way, we will show you all your options, give you completely independent advice and work to reduce your fees. We'll help you establish your short and long term goals and make sure you aren't missing any important opportunities or risks. Your personalized investment plan combined with Insurance strategies will protect you and your family from unexpected events and help you reach your long term Wealth goals. We focus beyond the timing of markets by creating a personalized portfolio tailored to your objectives and risk and by adhering to our supremely disciplined process, asset allocation and re-balancing strategy.

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 20 years.  He holds the CLU and CHS
Designations; and has experience working with clients, investment advisors,
insurance specialist and various head office carriers.  

For the past 20 years Rudy has been making an impact helping
advisors increase their knowledge of insurance products, the art of questioning
clients, solving problems, and on how to present those solutions more effectively.  Specifically,
focusing on the family, business, and high-net worth segments of the market by partnering
with independent financial advisors, banks, and distribution firms to ensure
excellence in family and corporate planning.