Our Team

Steve has more than 25 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals. Steve’s highly personalized approach in working with his clients ensures enduring relationships. He and his son, Mike work as a team, along with the support of Sam and Victoria to provide a wonderful experience for their clients.

Steve’s disciplined approach to building and protecting his client’s wealth, combined with values of integrity, honesty and compassion toward people have resulted in both a successful business and peace of mind for his clients.

Steve and Mike have obtained the CERTIFIED FINANCIAL PLANNER® designations so you can be assured of competent and professional financial planning. The team work with individuals, families, widows, business owners and professionals to take care of their financial planning needs.

Steve’s expertise is regarding the retirement, estate and tax planning of pre-retirement and retirement. As well, he has an Elder Planning Counsellor (EPC) designation so he can fully understand the needs of his clients as they move through middle age and retirement. He is currently completing the Certified Kingdom Advisor designation to incorporate time tested Biblical financial truths into modern day comprehensive financial planning.
Steve also networks closely with a group of other professionals in the areas of Legal, Accounting, Lifestyle Planning, Real Estate and others to assist in the areas outside of his expertise.

Since 1994, Steve has taught finance seminars and courses at the University of Windsor and St. Clair College to over 1,000 families in Windsor and Essex County. He has also held seminars and workshops on Financial Planning, Retirement Planning, Tax Strategies and Portfolio Development with corporations such as Daimler Chrysler Canada, Bell Canada, Windsor Factory Supply, 401 Mack and Hiram Walker's.

Steve is happily married to Victoria (for 35 years) where they currently reside in Emeryville, Ontario (just outside of Windsor). Together they have four adult children, Krystal, Mike, Corey and Jordan and 3 grandchildren. He spends leisure time involved with his family, volunteering with an inner city church and leading volunteer teams from IPC to work on community development projects outside of Canada. He also enjoys music (he’s a bass player), hockey (goalie) and lots of walking and working out with Victoria.

Today, Steve’s team has more than 55 years of financial service experience.

Insurance products available through Stephen Fox.

Michael is an Investment Advisor at Border City Financial –  IPC Securities Corporation.  He is also a Life Insurance representative and holds the Certified Financial Planner designation.  He has been studying Finance since 2005 ) at St. Clair College and has been working with Steve Fox since 2010. He works closely with Steve, Samuel, and the team at Investment Planning Counsel to build comprehensive and holistic financial plans for Individuals, Families and business owners in Windsor, Lasalle, Amherstburg, Kingsville and Essex county. His objective is to help people become financially independent and make the most of their means.

During leisure time Michael enjoys travelling, riding motorcycles and outdoor activities.

Michael’s personal philosophy is that money is simply a tool that we use to gain experiences or exchange for goods or services. Financial wealth is a reserve of valuables which can be exchanged for money. Personal wealth is built from the relationships and experiences you have in your life.

Insurance products available through Michael Fox.

Focus: Financial success is achieved by designing and following a strategic plan that includes Financial & Tax Planning as well as "Estate Preservation."

My team and I are committed to meeting the needs of high net worth clients, professionals, business owners, retirees, families and individuals who are serious about their financial goals.

Financial success is a journey, not a destination. Together, we will develop a comprehensive financial plan to help you achieve your long-term financial goals. As part of this plan, we will cover the investment, insurance, tax and estate planning aspects of your situation.

As required, I will also facilitate access to other consultants, including tax accountants, estate lawyers and group benefits specialists, whose skills I comfortably endorse.

About Keith: Keith has been in the Financial Services and Insurance industry since October 1987. Financial planning has always been the focus of Keith’s career.

Starting in 1994 and for the following ten year period, Keith has taught the “Financial Strategies for Successful Retirement” Seminars throughout Windsor and Essex County. Over 3,000 people have attended these seminars through educational institutions like the University of Windsor and St. Clair College. Keith has also taught these courses for corporations such as Daimler Chrysler Canada, Bell Canada and 401 Mack.

Keith and Laurie have been happily married since 1984 and currently reside in LaSalle where Keith grew up. They have a daughter and two sons who are each very active young adults. Together, they enjoy numerous sport and outdoor activities.

Keith and Laurie are very active in their local church, and various missions efforts. Working closely with charities like Compassion Canada is a highlight for them.

Insurance products available through Keith Jones.

Victoria works as an administrative assistant to Steve, Mike and Samuel. She is responsible for, and dedicated to a variety of administrative responsibilities. In addition to the 3 days that she spends on administration, she also spends 2 days per week at the reception desk as the warm & friendly person greeting clients coming in the door and is responsible for the arrangement of client appointments. She has been working with Steve’s team for over 15 years.

Victoria has a variety of interests from gardening, exercise, health and nutrition and travel to volunteer in Honduras, to participate in community projects.

She is a mother of 4 adult children. She also loves spending time with her 3,(so far) energetic grandchildren.

Caitlyn is the Fox Team’s full time IIROC administrative assistant. She graduated with an Advanced Diploma in Marketing from St. Clair College in 2020, and then went on to pursue her Degree in Business Administration with a Specialization in Data Analytics and Supply Chain Management at the University of Windsor. She has a passion for all things organization and enjoys playing soccer in her spare time. She looks forward to getting to know all of the Fox Team clients and doing her part in helping them secure their financial future.