Verified recordFinancial Services

Heather Fox

Certified Financial Planner at Peacock Sheridan Group

Based in Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Canada

Industry

Financial Services

Company size

9

Contact information

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Email

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h•••••••@peacocksheridan.com

Phone

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Background

About Heather Fox

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

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