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Our Insurance Solutions

Next Steps Planning INC. offers a comprehensive range of insurance solutions tailored to meet your needs, including Life, Disability, Critical Illness, Long-Term Care, Travel Medical, and both Individual and Group plans. We also provide Mortgage Insurance and exclusive Executive and Employee Health Savings Plans. Secure your peace of mind today with our trusted coverage.

Our Mission

At Next Steps Planning INC., our mission is to foster long-term relationships, enhance client satisfaction, and expand our service capabilities to provide you with the best insurance solutions tailored to your needs.

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Meet Your Advisor

Marie Phillips

Insurance Advisor

At Next Steps Planning Inc., I am dedicated to providing my clients with seamless solutions for all their Health and Wealth needs. You may already know me, Marie, from Next Steps Planning with IPC Securities Corporation. My goal is to simplify the often complicated world of insurance and financial planning, ensuring that you have all the support you need in one place. With a personalized approach, I am here to help you make informed decisions towards securing a stable and prosperous future.

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Our Promise

At Next Steps Planning INC., we are committed to providing you with exceptional service and personalized insurance solutions.

Your satisfaction is our priority.

Business Info

Location

128 Wilson St., W Ancaster, ON L9G 1N3

905-648-2425

Hours

Mon-Fri 9:00 am - 5:00 pm

 

Need insurance answers now?
Call 905-648-2425 x 225 to speak to our team right away, or book some time with us.

Marie Phillip
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