Next Steps Planning with IPC Securities

📚 What's on your fall reading list?
As the days get shorter and the sweaters come out, there's no better time to settle in with a book that not only entertains but also helps you make better decisions with less stress. Here are 10 titles that might just change the way you think.

What book has had the biggest impact on how you make important decisions?

10 Books To Help You Make Good Decisions With Less Stress Explore decision-making books that offer practical frameworks, psychological insights, and strategies for making smarter choices every day.

Fall is the perfect time to plan ahead. Are you ready for your next steps?

At Next Steps Planning, we're more than investments. We provide educational events, financial literacy resources, retirement planning insights, market updates, and opportunities to connect with experts who can help you make informed decisions.

As Hamilton comes alive with exciting fall activities, it's also a great season to focus on your financial future. Explore what's happening around the city and don't forget to make time for your financial well-being too!

🔗 Check out Hamilton's Fall Guide: https://tourismhamilton.com/fall-guide/

Fall in Hamilton: Your Ultimate Guide to Autumn Adventures Discover what to do in Hamilton this fall with our guide to the best fall colours, hikes, waterfall experiences, agricultural events, concerts, food, and more.

Don't just follow the news. Understand it.

Trade tensions. Interest rates. Inflation. Market volatility.

The economic landscape is changing quickly, and the financial decisions you make today can have lasting consequences.

Each week, our free e-newsletter delivers timely economic commentary, market insights, and practical financial perspectives designed specifically for Canadians.

📧 Trusted insights. 📈 Clear explanations. 💡 Real-world relevance.

Join the growing number of Canadians who start their week informed and prepared.

👉 Subscribe here: https://www.nextstepsplanning.ca/newsletter

Because better information leads to better decisions.

Newsletter

The AI trade is changing, not disappearing
Corrado Tiralongo - Aug 20, 2026

In his latest article, Corrado Tiralongo examines how the AI investment theme is evolving as markets become more selective.

The AI trade is changing, not disappearing In his latest article, Corrado Tiralongo examines how the AI investment theme is evolving as markets become more selective.

https://www.nextstepsplanning.ca/our-team
Who We Are & What We Stand For 💙
At Next Steps Planning, we believe financial success is about more than numbers. It's about helping people build a life of confidence, purpose, and peace of mind. Our team is dedicated to providing trusted financial guidance, personalized service, and meaningful relationships that support our clients through every stage of life. We are passionate about financial education, giving back to our community, and helping families create lasting legacies. Together, we're committed to making a positive difference, one step at a time. ✨

Our Team Marie 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 pers...

We've got you covered!
Check out the generous prize donations for our community!!
Next Steps Planning INC is a PROUD sponsor and will have a booth set up on Saturday, August 1st up until 4pm. Be sure to stop by, enter for a ballot and GOOD LUCK TO ALL!!

🎸🎭⚽🎼 Hamilton, you are amazing!
A big THANK YOU to The Blues Studio, Forge Football Club, Sinfonia Ancaster, The Westdale, and Theatre Aquarius for donating incredible prizes for our draws on Saturday, August 2 at the Festival of Friends 50th Anniversary Celebration!

We are proud to showcase organizations that make our community such a vibrant place to live, work, play, and create.

Join us at Gage Park for one of Canada's most beloved free festivals and be sure to stop by our booth for your chance to win!

🎤 Featuring Feist, Dallas Smith, and a special 50th Anniversary All-Star Celebration with an all-star lineup of Canadian music legends, hosted by Blackie & The Rodeo Kings.
Festival of Friends
📍 Gage Park, Hamilton
📅 July 31 to August 2, 2026
Full lineup:
🔗 https://festivaloffriends.ca
Thank you again to our incredible prize donors for helping us celebrate 50 years of Festival of Friends! ❤️

Looking forward to this event!!

Hamilton’s own Terra Lightfoot joins our 50th Anniversary Concert starting at 8:45pm on Sunday, August 2nd - only on the SecondShop.ca Mainstage.

Terra joins Chantal Kreviazuk, Hawksley Workman, members of Finger Eleven, Dan Hill, Tebey, Ashley MacIsaac, Brad Roberts of the Crash Test Dummies, and many many more. Backed by Blackie & The Rodeo Kings, it will be a celebration of the ages.

I believe wealth is more powerful when it enriches not only your life but the lives of others too.

Welcome to Next Steps Planning Marie Phillips, Wealth Advisor, helps clients align wealth with values, philanthropy, and legacy for lasting impact.

Summer RESP Reminder

While most families are focused on vacations, cottages, and making memories, fall tuition deadlines are closer than they seem.
If your child or grandchild is heading to college or university this year, now is a great time to review your RESP withdrawal strategy before the back-to-school rush begins.

Many families are surprised to learn that there can be a timing gap between when early school expenses are due and when RESP funds become available. Planning ahead can help make the transition to post-secondary education much smoother.
☀️ Summer is the perfect time to:

Review RESP balances
Confirm withdrawal requirements
Understand what documentation may be needed
Plan for first-semester expenses

A little preparation today can reduce stress on campus move-in day.
📚 Education planning isn't just about saving for school—it's about knowing how and when to access those savings.