Fox-Revett & Associates Private Wealth Management is multigenerational in structure and thus has achieved a special balance when understanding and guiding families. Each team member brings unique talents and perspectives to the table and, as a whole, our group has been strategically built to compliment and leverage each other’s skills. In this way we work in concert to achieve exceptional results for all our clients in a timely and coordinated manner.

Within the Newmarket Region, our Team has been awarded, on multiple occasions, both Financial Planners of the Year and the Eagle Award for excellence in client service and outstanding holistic planning. The Eagle Award specifically was awarded in 2009 and 2011 - 2015.

 

Our Leadership

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

While developing your personal financial plan, the team has immediate access to a suite of experts who provide timely assistance in many different areas.  These include wills, trusts and estate planning, as well as securities selection, insurance, and tax planning solutions. This combined knowledge creates a clear roadmap that helps outline – and achieve - your family’s objectives, goals and desires.

Brett Tucker

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.