|
|
|
|
The Fox Group makes it our goal to add value through a strong client-advisor relationship by providing each client with access to the best financial resources available. Our team focuses on helping a select group professionals, business owners and retirees manage all aspects of their financial lives. The Group’s relationship within Scotia Bank, the financial community and the business community at large, coupled with its commitment to client service, provide clients with a superior client experience.
From investment, retirement and estate planning to the creation and management of foundations we work with our clients to develop a plan to grow and preserve their wealth. With extensive planning knowledge, access to a broad range of specialists and resources we create solutions unique to our clients. The Fox Group is committed to establishing a new standard of excellence in wealth management advice.
|
 |
Alan Fox
Sr. Wealth Advisor
Alan began his career in the wealth advisory business in 2000 with Merrill Lynch. After it was announced that Merrill was leaving the Canadian market place he decided to move his practice to Scotia McLeod. Since then he has built a strong client focused business that helps a select group of business owners, professionals and retirees reach their financial goals. Alan provides clients with an in-depth view of the investment universe and translates this big-picture view into a detailed yet understandable strategy for their financial success. He helps develop plans that will allow his clients to reach their goals and meets with them on a regular basis to ensure peace of mind.
|
|
|
Hilda Lau
After emigrating from Hong Kong in 1989, Hilda started her financial career with Assante Capital Management Ltd in 1995 as an Executive Assistant.
In 2002 Hilda decided to accept a position at ScotiaMcLeod Hamilton. In Hamilton she worked on a team of four, that was made up of two Senior Wealth Managers and another administrative assistant.
Being very enthusiastic about her job and with 13 years of financial brokerage experience, Hilda feels that she is very well suited to her role within the Fox Group. Hilda has total confidence in working with clients and understanding their goals and objectives. She always puts her best efforts forward for her clients, ensuring that she gives them service in a thorough and timely manner. Hilda looks forward to continuing to provide industry leading service to the clients of the Fox Group.
|
|
|
John Michael Durrant
John Michael is our Insurance Specialist. John Michael joined ScotiaMcLeod in 2002, holds an Honours degree and has over 10 years' experience in the insurance field. Within the Fox Group, John Michael focuses on tax-driven insurance strategies and estate planning. We look to assist our high net worth individuals, entrepreneurs and business owners in meeting their specific goals for building, preserving and passing on their wealth. Where appropriate, these strategies can include tax-sheltered accumulation, enhanced income, reductions of estate tax, and elimination of deferred embedded tax in privately-held companies.
|
|
|
Malcom Burrows
Malcolm leads philanthropic advisory services for the Scotia Private Client Group, where he advises private clients on charitable giving. Scotia Private Client Group is Canada’s leading service provider to private foundations and operates Aqueduct Foundation, a public planning foundation. Malcolm is one of Canada’s best-known charitable gift planners, with 13 years of experiencein the charitable sector working for University of Toronto, Princess Margaret Hospital Foundation, and The Hospital for Sick Children Foundation. He was Chair of Government Relations for the Canadian Association of Gift Planners (CAGP) from 2002 to 2006.
|
| |
|
| |
| |
|
|
|
