Heather Fox, Cfp®
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Heather Fox, Cfp® Email & Phone Number

Wealth Advisor & Certified Financial Planner at Peacock Sheridan Group
Location: Canada 5 work roles 5 schools
1 work email found @peacocksheridan.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@peacocksheridan.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor & Certified Financial Planner
Location
Canada
Company size

Who is Heather Fox, Cfp®? Overview

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Quick answer

Heather Fox, Cfp® is listed as Wealth Advisor & Certified Financial Planner at Peacock Sheridan Group, a with 7 employees, based in Canada. AeroLeads shows a work email signal at peacocksheridan.com and a matched LinkedIn profile for Heather Fox, Cfp®.

Heather Fox, Cfp® previously worked as Certified Financial Planner at Peacock Sheridan Group and Senior Financial Consultant at Md Financial Management | Gestion Financière Md. Heather Fox, Cfp® holds Cfp Certificant from Financial Planning Standards Council.

Company email context

Email format at Peacock Sheridan Group

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{first}@peacocksheridan.com
89% confidence

AeroLeads found 1 current-domain work email signal for Heather Fox, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Heather Fox, Cfp®

As a Wealth Advisor at Peacock Sheridan Group, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals for tax and estate planning, business succession and financing needs.Using a disciplined approach, I advise my clients on the following valuable services:• Retirement income planning• Business succession and continuation planning• Tax and estate planning• Charitable giving• Intergenerational wealth transfer•Cash Flow Management and Budgeting

Listed skills include Finance, Financial Planning, Financial Services, Wealth Management, and 4 others.

Current workplace

Heather Fox, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Peacock Sheridan Group
Peacock Sheridan Group
Wealth Advisor & Certified Financial Planner
kelowna, british columbia, canada
Employees
7
AeroLeads page
5 roles

Heather Fox, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current

Kelowna, British Columbia, Canada

Sep 2021 - Present

Small Business Owner

Glamour Pet Spa

Kelowna, Bc

Dec 2007 - Nov 2010

Small Business Owner

Pawsitively Pets

Kamloops, Bc

Jun 1991 - Sep 2007
Team & coworkers

Colleagues at Peacock Sheridan Group

Other employees you can reach at peacocksheridan.com. View company contacts for 7 employees →

5 education records

Heather Fox, Cfp® education

Cfp Certificant

Financial Planning Standards Council

Certified Financial Planner, Cfp

Financial Planning Standards Council

Bachelor'S Degree, Bachelor Of Business Administration Financial

Csc,Cph, Wme, & Wme Essentials, Wealth Management

Canadian Securities Institute
FAQ

Frequently asked questions about Heather Fox, Cfp®

Quick answers generated from the profile data available on this page.

What company does Heather Fox, Cfp® work for?

Heather Fox, Cfp® works for Peacock Sheridan Group.

What is Heather Fox, Cfp®'s role at Peacock Sheridan Group?

Heather Fox, Cfp® is listed as Wealth Advisor & Certified Financial Planner at Peacock Sheridan Group.

What is Heather Fox, Cfp®'s email address?

AeroLeads has found 1 work email signal at @peacocksheridan.com for Heather Fox, Cfp® at Peacock Sheridan Group.

Where is Heather Fox, Cfp® based?

Heather Fox, Cfp® is based in Canada while working with Peacock Sheridan Group.

What companies has Heather Fox, Cfp® worked for?

Heather Fox, Cfp® has worked for Peacock Sheridan Group, Md Financial Management | Gestion Financière Md, Md Physician Services, Glamour Pet Spa, and Pawsitively Pets.

Who are Heather Fox, Cfp®'s colleagues at Peacock Sheridan Group?

Heather Fox, Cfp®'s colleagues at Peacock Sheridan Group include Cheryl L. Craig, Brian Mcguire, Kurt Jory, Tracy Turcotte, and Kaylee Mitchell.

How can I contact Heather Fox, Cfp®?

You can use AeroLeads to view verified contact signals for Heather Fox, Cfp® at Peacock Sheridan Group, including work email, phone, and LinkedIn data when available.

What schools did Heather Fox, Cfp® attend?

Heather Fox, Cfp® holds Cfp Certificant from Financial Planning Standards Council.

What skills is Heather Fox, Cfp® known for?

Heather Fox, Cfp® is listed with skills including Finance, Financial Planning, Financial Services, Wealth Management, Business Planning, Small Business, Customer Service, and Entrepreneurship.

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