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Silei Peng, Candidate
Wealth Advisor

Calgary, AB Contact

Area serviced: Calgary, AB

9029780956

Juan Carlos Perez, Candidate
Senior Global Wealth Advisor

Toronto, ON Contact

Carlos Perez has over 20 years experience as a Senior Wealth Advisor at Scotia Wealth Management in Toronto. Leads a 5 person team focused on helping families located both in Canada and in select jurisdictions abroad meet their financial goals within… Read more »

Area serviced: Toronto, ON

4164647099

Stacey Perkins, Candidate
Administration

Okotoks, AB Contact

Area serviced: Okotoks, AB

403-827-8316

Judith Perry, Candidate
Owner

Renfrew, ON Contact

Area serviced: Renfrew, ON; Ajax, ON

613-432-7777

Marie Phillips, Candidate
Wealth Advisor

Ancaster, ON Contact

Area serviced: Ancaster, ON

9057467433

Edward Philp, Candidate
Trust Officer

Toronto, ON Contact

Area serviced: Toronto, ON

4168684205

Tyler Piccini, Candidate
Wealth Management Associate

Salmon Arm, BC Contact

Area serviced: Salmon Arm, BC

12508331318

Norman Piche, Candidate
Executive Financial Consultant

Sudbury, ON Contact

Area serviced: Sudbury, ON

705-626-5385

Sandro Pietrantonio, Candidate
Principal Broker

Ottawa, ON Contact

Area serviced: Ottawa, ON

6138754700

Nancy Pike, Candidate
Financial Advisor

Langdon, AB Contact

Area serviced: Langdon, AB

4036516621

Rudy Pineda, Candidate
Director of Advanced Sales

Toronto, ON Contact

Rudy started his career in sales with a leading national MGA and has been a student of the industry for over 18 years. He holds the CLU and CHS Designations; and has experience working with clients, investment advisors, insurance specialist and… Read more »

Area serviced: Toronto, ON

4164579811

Eva Pomponi, Candidate
Senior Private Wealth Advisor

Etobicoke, ON Contact

Eva Pomponi - Senior Private Wealth Advisor
National Bank Private Banking 1859
I have over 25 years of financial services experience including banking, commercial, private banking, wealth, and investment management. I work with ultra-high net… Read more »

Area serviced: Etobicoke, ON

14163172513

Brian Poncelet, Candidate
President

Mississauga, ON Contact

Area serviced: Mississauga, ON

6472687245

JUDE PORANGANEL, Candidate
ADVISOR

Mississauga, ON Contact

Area serviced: Mississauga, ON

905-271-5515

Laurence Prasad, Candidate
Financial Advisor

Vancouver, BC Contact

# Read more »

Area serviced: Vancouver, BC

6043239997

Area serviced: Toronto, ON

Area serviced: Okotoks, AB

Area serviced: Renfrew, ON; Ajax, ON

Area serviced: Ancaster, ON

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.

Email: marie.phillips@ipcsecurities.com

Website: www.NextStepsPlanning.ca

Area serviced: Toronto, ON

Area serviced: Salmon Arm, BC

Area serviced: Sudbury, ON

Area serviced: Ottawa, ON

Area serviced: Langdon, AB

Area serviced: Toronto, ON

Rudy started his career in sales with
a leading national MGA and has been a student of the industry for over 18 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 18 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.

Area serviced: Etobicoke, ON

Eva Pomponi - Senior Private Wealth Advisor

National Bank
Private Banking 1859

I have over 25 years of financial services experience including
banking, commercial, private banking, wealth, and investment management. I work with ultra-high net families,
foundations, and corporations. I offer
managed and advisory investment management services using world-class sub-advisors
and in-house investment management.
Wealth management and financial solutions are provided to our clients,
including estate and retirement planning, wealth perseverance strategies,
corporate finance, commercial banking, philanthropy, and private banking.

I have the Certified Financial Planning Designation; I am a Chartered
Investment Manager and a Fellow of the Canadian Securities Institute.

Private Banking 1859 offers a discretionary investment management
offering, guided and directed by senior leaders of NBC. Professional portfolio
construction is comprised of the following functions: Asset Allocation,
Investment Strategy, Manager Selection, and Portfolio Management.

Area serviced: Mississauga, ON

I have been in the Insurance and Financial Services Industry for over 40 years. With my commitment to service and my dedication to serving individual families and Business owners , I have built a successful practice that is a testament to only one word "SERVICE". As my clientele is aging and they are moving their assets to the next genaration, I have been called to assist informally with their last will and testaments.

The CERTIFIED EXECUTOR ADVISOR will certainly enhance my knowledge in this process and I hope to help and assist other excutors as I move my practice forard in this direction.

My educational qualification are as follows:

BA ( Uof T)- 1976

Entered the Business with a large Insurance company from 1977 to 2007.

fromm 2007 to the current time, I am an independent Insurance and Financial advisor with a large MGA.

CLU- designation in 1984

CFP -designation in 1997

CH FC-designation in 1989

REBC-designation in 2002

GBA- designation in 2002

EPC- designation in 2005

Area serviced: Vancouver, BC

Holistic Financial Advisor helping individuals, families and businesses create wealth and protect wealth