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...

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 st...

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 nee...

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 spend...

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 Busines...