Meet the Team
My investments were handled by another financial company and I switched over to Fox & Associates Private Wealth Management because Andrew and his team take their time explaining what options I have and advise on what is the best strategy for me, in alignment with my goals. They keep in touch and look out for my best interest. I feel I am a "real" person not just a file. – Viola O.
Andrew Fox CFP | Executive Financial Consultant
As a CERTIFIED FINANCIAL PLANNER professional, I specialize in providing comprehensive financial planning to high net worth professional women and families. It is my goal to build relationships founded on trust with each and every client. I will break down the technical details of your investment plan and provide valuable information and recommendations tailored to your specific situation. Our team’s motto is simple: Invest for the future, pay back the past, and live for the now!
My background in Finance started when I received a full hockey scholarship to Merrimack Collage in Boston, MA. There I earned a B.Comm in Finance and since then continued my education by attaining the Certified Financial Planner Designation from FPSC.
As a leader in my field, I have been recognized for my efforts by Investors Group with their President’s Club* award and have been listed as one of MoneySense Magazine’s Approved Financial Advisors, periodically writing responses for their advice column.
I believe firmly in giving back to our community, offering my time to causes like Unicef and coaching my son's minor-league hockey team. My wife Susanne and I have two children and enjoy camping in the summer with our golden retriever Olive.
* Top 3% of Investors Group Consultants based on new business 2014
Katie McNeil | Associate Consultant
Katie is an integral point of contact for all clients. Working on the Practice Management and Business Development side, she liaises between our back office processing team and clients to ensure the smooth processing of account transactions, along with monitoring and identifying client needs with a proactive approach.
She began her career in Finance with Investors Group 5 years ago, continually educating herself through courses at the Canadian Securities Institute. Prior to working in Finance she earned a Bachelor of Science from the University of Calgary.
When she is not working you may find her in the mountains zipping by on her dogsled with her two dogs Kasper and Roo.
Stephen Claassen | Business Development Coordinator
Stephen is the newest member of Fox & Associates Private Wealth Management and joins us with a strong background in investment analysis, comprehensive financial planning and a passion for the quantitative side of finance.
Stephen holds a degree in Economics with Distinction from the University of Calgary.
When he is not working you can likely find him riding his bike somewhere in the Rocky Mountains.
At Fox & Associates Private Wealth Management we believe in giving back to our community. Our community involvement comes in many forms such as organizing a charity golf tournament, shaving our heads for cancer, coaching youth sports, and fostering dogs. Here are a few highlights: