Welcome to Fox-Revett & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
Fox-Revett & Associates Private Wealth Management embodies a multigenerational planning approach. Think of yourself as the CEO of your family. Our team acts as your Chief Financial Officer, fielding challenges, adapting when changes occur, and providing our best solutions for each situation. Our goals are your goals and, by working together in a timely fashion with a synchronized approach, the results can be extraordinary.
Financial planning is about more than investments. The team at Fox-Revett & Associates believes in evaluating the entire picture - tax planning, risk management, family wealth transfers, philanthropic strategies, and more. This perspective allows us to provide comprehensive solutions to your financial needs; a process designed to address challenges, questions, or unusual circumstances in real-time as they arise.