Mutual Fund Division
Trusted Guidance. Tailored Strategies. Generational Impact. With over three decades of experience serving Newmarket and the Greater Toronto Area, Fox-Revett & Associates is a dedicated team of CERTIFIED FINANCIAL PLANNER® professionals committed to helping high-net-worth individuals, families, and business owners make confident, informed decisions about their financial future
. Rooted in the community and backed by a national network of in-house tax, estate, and investment specialists, we offer a personalized, relationship-based approach to wealth management. Our integrated planning process is designed to reflect your unique circumstances, goals, and values, whether you're planning for a successful retirement, navigating a business transition, minimizing taxes, or preparing to transfer wealth across generations. At every stage, we focus on delivering clarity, confidence, and peace of mind. Many of our client relationships span decades, a testament to the trust we’ve earned and the care we bring to every plan we build. We invite you to discover the difference a truly personalized strategy can make. Let’s start with a conversation. Connect with our team today to schedule a confidential consultation tailored to your needs. Connect with Shaun on LinkedIn: https://www.linkedin.com/in/shaunheslegrave/
Connect with Audrey on LinkedIn: https://www.linkedin.com/in/audreyfox-revett
Visit us online to learn more about our solutions: https://www.foxrevettassociates.com/
Fox-Revett & Associates Private Wealth Management