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About Us

Insuring Your Financial Journey

A clear, expert-led companion for Canadians navigating travel, corporate, and life coverage.

Next Steps Coverage is an elegant, informational insurance companion built to guide Canadian individuals, families, and business owners through the often-confusing world of risk protection. From travel medical coverage and Super Visa insurance to corporate group benefits, key person protection, individual life insurance, critical illness, disability, and health and dental plans, the platform brings every major coverage option together in one clear, jargon-free hub. Visitors can explore tailored product pages, run coverage calculators, read timely insurance news, and request personalized quotes without pressure or obligation.

The companion also hosts the Sound Advice™ book series, a financial literacy quiz, and a members-only area with exclusive tools and resources for signed-up clients. Whether you are a snowbird planning an extended stay abroad, a small business owner structuring group benefits, or a family securing your first life policy, every page is designed to translate complex insurance concepts into practical, actionable guidance.

Behind every page is Marie Phillips and the team at Next Steps Planning Inc., a Canadian insurance advisory firm serving Hamilton, Burlington, Ancaster, and the greater Halton Region. Marie's mission is simple: deliver honest, expert advice that helps Canadians protect what matters most at every stage of their financial journey. That is Sound Advice™.

Travel & Super Visa
Corporate & Group Benefits
Life & Critical Illness
Disability & Mortgage
Sound Advice™ Series
Members-Only Hub

Ready to review your coverage?

Book a free, no-pressure consultation with Marie to find the right protection for your journey.

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