Audrey Fox-Revett CFP®, CLU
Audrey excels in delivering exceptional wealth management plans for families through a sophisticated approach to capital building and protection. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and a Chartered Life Underwriter (CLU®), Audrey tailors custom strategies to every client's personal short and long-term financial goals. Risk management for families who care for loved ones with a disability is a passion-driven focus for Audrey.
Within the Fox-Revett intergenerational financial planning practice, Audrey plays a pivotal role, contributing her valuable insights to the team's comprehensive approach. As the second generation in the Fox-Revett & Associates team, Audrey brings a fresh and unique perspective that resonates with the younger generation of many multi-generational client families.
Audrey is actively involved in the Stroud Mixed Slo-Pitch League and currently acting as league Secretary. She enjoys travelling and scuba diving with her husband, Ryan Calver RN. Ryan specializes in Palliative Care working in the community of Richmond Hill. With Audrey’s estate planning background and Ryans experience in hospice and palliative care coincides beautifully as their passion to help the community is fulfilled every day.
Shaun Heslegrave CFP®, CLU
A personalized approach is the hallmark of Shaun's work, which is building strategic financial plans tailored to clients' and their families' unique lives and goals. Holding the titles of CERTIFIED FINANCIAL PLANNER (CFP®) professional and Chartered Life Underwriter (CLU®) gives Shaun a uniquely informed perspective to provide guidance on intricate matters such as estate planning, insurance strategies, and key aspects of business planning and taxation. Getting to know clients personally and truly understand their lives and goals is critical to this process.
Shaun has been in a planning role with IG Wealth Management for two decades, and has worked within David's team at Fox-Revett & Associates since 2008. Shaun's personal commitment to continuing education is a core value in his role as Senior Financial Consultant, ensuring the team remains current with industry trends and emerging concepts to offer clients cutting-edge solutions.
During Shaun’s leisure time, he enjoys playing music (guitar and piano), watercolours, golf, soccer, and traveling. He also enjoys spending time with his Moluccan Cockatoo, Peaches and African Grey, Oliver.
Contact our team to see if the IG Private Wealth Planning Experience could enhance your retirement planning and wealth preservation strategies.
C. David Fox-Revett CFP®
Drawing on his extensive expertise spanning more than three decades in advanced financial planning and corporate finance, David offers a comprehensive and holistic approach to wealth management for families. As a long-standing CERTIFIED FINANCIAL PLANNER (CFP®) professional, his wealth of experience serves as a cornerstone in providing clients with optimal advice, ensuring their present success while safeguarding their legacy for future generations.
David specializes in planning for families with unique estate considerations, including loved ones with disabilities who require extra care and consideration. With a compassionate approach, he collaborates closely with families to develop comprehensive strategies that address the unique needs and aspirations of each member, fostering peace of mind for both current and future generations.
David leads Fox-Revett & Associates, a multi-generational financial planning practice which is consistently recognized as a high-achieving team within IG Private Wealth Management. David enjoys strong professional and interpersonal relationships with his colleagues and corporate management at all levels.
In the cooler months, David can be found scuba diving worldwide; in the warmer months, David enjoys spending time at the family cottage, reading, playing golf, and socializing with family and friends. He is an active contributor and volunteer for the Salvation Army and The War Amps.
Contact our team to see if the IG Private Wealth Planning Experience could enhance your retirement planning and wealth preservation strategies.