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Don't just chase your dreams

Let us help you plot a path!

Choose to work with Fox Financial and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

Independent
Independent

We are not exclusive to any bank or fund so we come with no-strings-attached.

Involved
Involved

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

Knowledgable
Knowledgeable

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

Strategic
Strategic

We tailor plans to suit your stage-of-life, plans and milestones.

Consistent
Consistent

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

Committed
Committed

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

 

Meet the Team


Chris Fox, CFP®, CIM®

Portfolio Manager

Tanya Graham

Client Service Manager

 

Why should you choose us?

Pull up a chair, and let us tell you our story.

 

IPC Private Wealth Tax Info Package

To help you get organized for tax season, we've developed a comprehensive Tax Information Package for delivery to IPC Private Wealth investors in 2020.
Watch More

Asset Reallocation for Counsel Strategic Portfolios

Counsel Strategic Portfolios emphasize a multi-managed approach.
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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

Why Evolve Your Financial Plan as Your Wealth Increases

6 May, 2021

Why Evolve Your Financial Plan as Your Wealth Increases

For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income a
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Understanding Your Investment Performance

30 April, 2021

Understanding Your Investment Performance

Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes.
Read more

Estate Planning

15 March, 2021

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate.
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Market Monitor

Listen to insights from our market specialists  

 

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