Heather Fox, Cfp® Email and Phone Number
Heather Fox, Cfp® work email
- Valid
- Valid
- Valid
Heather Fox, Cfp® personal email
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
Peacock Sheridan Group
View- Website:
- peacocksheridan.com
- Employees:
- 7
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Certified Financial PlannerPeacock Sheridan Group Sep 2021 - PresentKelowna, British Columbia, Canada
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Senior Financial ConsultantMd Financial Management | Gestion Financière Md Mar 2015 - Sep 2021Kelowna -
Client AssistantMd Physician Services Feb 2011 - Feb 2015
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Small Business OwnerGlamour Pet Spa Dec 2007 - Nov 2010Kelowna, Bc
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Small Business OwnerPawsitively Pets Jun 1991 - Sep 2007Kamloops, Bc
Heather Fox, Cfp® Skills
Heather Fox, Cfp® Education Details
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Financial Planning Standards CouncilCfp Certificant -
Financial Planning Standards CouncilCfp
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Bachelor Of Business Administration Financial -
Canadian Securities InstituteWealth Management
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Accounting Assistant Certificate
Frequently Asked Questions about Heather Fox, Cfp®
What company does Heather Fox, Cfp® work for?
Heather Fox, Cfp® works for Peacock Sheridan Group
What is Heather Fox, Cfp®'s role at the current company?
Heather Fox, Cfp®'s current role is Wealth Advisor & Certified Financial Planner.
What is Heather Fox, Cfp®'s email address?
Heather Fox, Cfp®'s email address is heather.fox@md.ca
What schools did Heather Fox, Cfp® attend?
Heather Fox, Cfp® attended Financial Planning Standards Council, Financial Planning Standards Council, Okanagan College, Canadian Securities Institute, Okanagan College.
What skills is Heather Fox, Cfp® known for?
Heather Fox, Cfp® has skills like Finance, Financial Planning, Financial Services, Wealth Management, Business Planning, Small Business, Customer Service, Entrepreneurship.
Who are Heather Fox, Cfp®'s colleagues?
Heather Fox, Cfp®'s colleagues are Lauren Zaffino, Tracy Turcotte, Brent Peacock, Cheryl L. Craig, Kaylee Mitchell, Brian Mcguire, Kurt Jory.
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