Marie Phillips, an experienced insurance advisor, offers a comprehensive range of financial services tailored to meet the diverse needs of individuals, families, and businesses. Her expertise spans various domains of financial planning, with a strong emphasis on empowering clients through financial literacy and personalized solutions. Marie is recognized for her dedication to community service and
her commitment to helping clients achieve their financial goals. Insurance Advisory Services
Marie Phillips provides specialized insurance planning services to ensure her clients' financial security and protection. The insurance solutions offered include:
Life Insurance:
Provides financial support to beneficiaries upon the policyholder's death. Helps clients secure their family's future and manage estate planning effectively. Disability Insurance:
Provides income replacement in the event of disability, ensuring financial stability during challenging times. Critical Illness Insurance:
Provides a lump sum payment to cover medical expenses or other financial needs if diagnosed with a critical illness. Long-Term Care Insurance:
Covers costs associated with long-term care services, such as nursing homes or in-home care. Travel Medical Insurance:
Protects clients against unexpected medical expenses while traveling. Individual and Group Mortgage Insurance:
Ensures mortgage payments are covered in the event of unforeseen circumstances, providing homeowners with peace of mind Executive and Employee Health Savings Plans:
Tailored health savings plans for businesses to support their employees' healthcare needs. Estate Solutions:
Helps clients manage and protect their assets for future generations. Additional Financial Services
Marie Phillips complements her insurance advisory services with a wide array of financial planning solutions, including:
Financial Planning: Comprehensive strategies to achieve short-term and long-term financial goals. Investment Planning: Guidance on mutual funds, segregated funds, stocks, bonds, ETFs, and more. Retirement Planning: Assistance in preparing for a secure and comfortable retirement. Tax Planning: Strategies to optimize tax savings and manage liabilities. Estate Planning: Ensuring smooth transfer of wealth to beneficiaries. Financial Divorce Planning: Support in managing finances during and after divorce. Pension Transfers: Assistance with transferring pensions to maximize benefits. Business Group Benefit Plans & Succession Planning: Tailored solutions for small business owners. Registered Disability Savings Plan (RDSP): Financial planning for individuals with disabilities. Unique Initiatives
Marie Phillips is committed to financial literacy and community engagement. Her initiatives include:
SOUND ADVICE™: A video literacy series designed to empower and inform individuals about financial planning. Financial Success for Pre-Retirees and Retirees: Co-authored books aimed at guiding individuals through financial planning at different life stages. Collaboration with local arts organizations and donors to promote financial literacy and foster community development. Recognition and Awards
Marie Phillips has received several accolades for her contributions to financial advisory services and community engagement, including:
IPC Cares Award for Community Service
Value of Advice Awards
Best Client Experience Awards
George R. Robinson Award
Contact Information
For inquiries or to access Marie Phillips' insurance advisory services, you can reach her at:
Phone: 905-648-2425
Email: [email protected]
We offer a wide range of insurance and financial planning services designed to meet your unique needs. With dedication to financial literacy, community service, and personalized solutions, Marie is a trusted advisor for individuals and businesses seeking to secure their financial future.
