Chris FoxCFP®, CIM®

Financial Planner

Chris Fox has been in the Financial Services Industry since 1998. He has, during that time, built a strong reputation for service excellence. Chris’ team currently provides service to over 250 families with an emphasis on wealth and risk management.

Chris works in partnership with his clients in order to ensure all decisions are based on a personalized strategy that suits the client’s short-term and long-term financial goals. As part of this strategy Chris incorporates an in-depth fact finding session, goal clarification, a thorough and clear outline of all his recommended strategies, and regular review and modification to ensure the highest level of success and client comfort.

Chris is committed to professional development and, in addition to participating in many courses, he is currently pursuing his Chartered Life Underwriter designation which will further enable him to manage the complex details of advanced taxation, law for the financial service sector, and estate planning.

Chris also believes in a commitment to the community and gives generously of his time to non-profit organizations. His recent past contributions include Advocis - the Financial Advisors Association of Canada and Snow Valley Ski Club. He lives in Edmonton with his wife and daughter.

 

Insurance products available through Chris Fox.