CFP, CDFA, RRC CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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Nancy Fox is an experienced and well-established Senior Financial Consultant in Kitchener-Waterloo. As a Certified Financial Planner professional, she has been helping individuals with their financial planning for over 20 years. Nancy Fox is also a Certified Divorce Financial Analyst (CDFA) and a Registered Retirement Consultant (RRC).

After completing his University degree in Business Management from Dalhousie University, Steven joined the Fox Financial Planning team as a financial advisor. Steven has been a hard working and dedicated financial planner at IG Wealth Management for four years, specializing in risk management.

Having achieved the Investors Group Pillar Award three years in a row*, Steven is a talented and comprehensive financial planner that is CFP certified as of January 2018.

Together, Nancy and Steven Fox are a team of highly experienced, passionate and dedicated financial advisors.

*Based on Investors Group New Business for Consultants in their first 4 years. (2013-2016)

Team —

Introducing IG Wealth Management

Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.

general inquiries —

80 King Street South, Suite 201
Waterloo, ON N2J 1P5

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Investors Group

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