Chris FoxCFP®, CIM®

Portfolio Manager

Chris Fox has been in the Financial Services Industry since 1998. During that time he has built a strong reputation for service excellence. Chris’ team currently provides service to over 250 families with an emphasis on wealth, risk management and financial planning. Chris personally serves 80 families.

 

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 has recently completed his Chartered Investment Manager (CIM) designation. This study taught him advanced money management strategies to better help him with his affluent client’s sophisticated needs.

 

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 and Fox Financial Inc.