Find a CEA

My
priorities have remained unchanged for 45 years; preservation of total
portfolio (household included),

earning a respectable tax preferred investment income and lowering your
personal tax burden annually.

Designations: EPC, CPCA, CEA

Over 25 years assisting Clients with Retirement Planning, Estate Planning & Tax Planning.

Licenced with Insurance Council of BC (Life Insurance), CIRO (Securities) and FP Canada (CFP).

Wealth management services

Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death. 

We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death. 

We believe that grief is hard enough. We are dedicated to making final documents simple. 

Call us today to get started. 

306-500-9625 or toll-free at 1-800-500-2135

LL.B, M.Tax, C.E.A., C.F.E., C.F.I.

I am a lawyer whose practice focuses on civil, administrative, and criminal litigation.

About Me

With over 35 years of financial services experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individuals and their families, estates & trusts, and charitable and business organizations.

Winning 4 merit awards (The MERIT Award is an integrated TD Wealth program that rewards and recognizes the exceptional achievements of the top employees across the organization. It focuses on  Motivation, Excellence, Results, Integrity, Teamwork)

I continue to strive to understand our clients evolving needs and provide advice and solutions to match their needs.

I hold the Personal Financial Planning designation as well as the professional a certificate in Retirement Strategy and Wealth Management Techniques.

Family and community involvement is important to me. I actively participate in various events and fund raisers including: Big Brother Big Sisters, Million Dollar Smiles and Juvenile Ride for Diabetes, Yellow Brick House and Hope Worldwide of Canada.

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

As a former teacher, my goal is to help people clearly understand what is important to them and why it is important.  Your financial plan should reflect who you are and what you want to accomplish.  As an independent insurance and investment broker, I am able to access financial services and products to help you make the most of your money.  I have been a financial advisor since 1992. 

My goal is to help you utilize both insurance and investment products so you get the maximum value out of them for now, for retirement and for your legacy.  

 In 2012 I was introduced to the Infinite Banking Concept. This was revolutionary to me as I had been trained that all people need is term life insurance, RRSP’s and mutual funds. Here was a concept suggesting that properly structured Dividend Paying Whole Life Insurance should be the foundation and the real driving force of a solid financial plan. It was not about the death benefit or investment rates of return. Rather it was about the LIVING benefits. It was about uninterrupted compounding interest. It was about growing your wealth tax-free for the rest of your life and having full access, use and control of your money. It was about cash flow management. Essentially it is a tax-free wealth building tool that carries so many benefits.

With the Infinite Banking Concept you:
Build wealth. Build cash flow. Build a family legacy.

By combining products from the life insurance industry with good, solid products from the investment industry, you are giving yourself the best options available for life, for retirement and for your legacy. 

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 

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.