Michael Fox Cfp®

Michael Fox Cfp® Email and Phone Number

Financial Advisor at Border City Financial - IPC Securities Corporation | Client - Focused | Independent Thinker | Educator | @ Border City Financial - IPC Securities Corporation
Michael Fox Cfp®'s Location
Windsor, Ontario, Canada, Canada
Michael Fox Cfp®'s Contact Details

Michael Fox Cfp® work email

Michael Fox Cfp® personal email

Michael Fox Cfp® phone numbers

About Michael Fox Cfp®

𝑷𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍Certified Financial Planning Professional with over 10 years of experience on a team with over 25 years of experience.Our expertise is providing individuals, families, and business owners with holistic and comprehensive long-term financial plans by understanding their unique situations. We work closely with a group of accountants, lawyers, mortgage brokers, and real-estate professionals to provide comprehensive planning services.We specialize in:Retirement PlanningWealth Accumulation StrategiesManaging TaxationPortfolio SelectionGenerational Wealth TransferCharitable GivingDisability Savings StrategiesEducation Savings StrategiesEstate PlanningLife and Accident & Sickness InsuranceInternational Cross Border Financial Planning𝑷𝒆𝒓𝒔𝒐𝒏𝒂𝒍Outside of work I enjoy craft beer on a patio, audiobooks, backcountry camping, motorcycles, video games and riding my unicycle.𝑪𝒐𝒏𝒕𝒂𝒄𝒕Michael Fox519-971-8940michael.fox@ipcsecurities.com

Michael Fox Cfp®'s Current Company Details
Border City Financial - IPC Securities Corporation

Border City Financial - Ipc Securities Corporation

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Financial Advisor at Border City Financial - IPC Securities Corporation | Client - Focused | Independent Thinker | Educator |
Michael Fox Cfp® Work Experience Details
  • Border City Financial - Ipc Securities Corporation
    Financial Planner
    Border City Financial - Ipc Securities Corporation Jun 2010 - Present
    Windsor Ontario
    I work closely with a team of professionals to provide complete and comprehensive financial planning. We separate ourselves from other financial planning practices by focusing on not only the monetary aspect of planning, but helping you uncover, define and achieve all of your dreams and goals.
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Michael Fox Cfp® Skills

Wealth Management Retirement Planning Investment Strategies Mutual Funds Financial Planning Investments Retirement Strategic Financial Planning Investment Advisory Portfolio Management Asset Management Estate Planning Finance Life Insurance Financial Advisory Disability Insurance Ride Unicycle Guitar Player Insurance Asset Managment Wealth Personal Financial Planning Holistic Financial Planning Independent Financial Advice Life Protection Protection Advice

Michael Fox Cfp® Education Details

Frequently Asked Questions about Michael Fox Cfp®

What company does Michael Fox Cfp® work for?

Michael Fox Cfp® works for Border City Financial - Ipc Securities Corporation

What is Michael Fox Cfp®'s role at the current company?

Michael Fox Cfp®'s current role is Financial Advisor at Border City Financial - IPC Securities Corporation | Client - Focused | Independent Thinker | Educator |.

What is Michael Fox Cfp®'s email address?

Michael Fox Cfp®'s email address is mi****@****ail.com

What is Michael Fox Cfp®'s direct phone number?

Michael Fox Cfp®'s direct phone number is +151956*****

What schools did Michael Fox Cfp® attend?

Michael Fox Cfp® attended St. Clair College.

What are some of Michael Fox Cfp®'s interests?

Michael Fox Cfp® has interest in Culture, Tax, Volunteer, Unicycle, Sustainable Living, Gardening, Investments, Politics, Technology, Environment.

What skills is Michael Fox Cfp® known for?

Michael Fox Cfp® has skills like Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Financial Planning, Investments, Retirement, Strategic Financial Planning, Investment Advisory, Portfolio Management, Asset Management, Estate Planning.

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