Our Team

Chris Fox has been in the Financial Services Industry since 1998. He has, during that time, built a strong reputation for service excellence. Chris’ team currently provides service to over 250 families with an emphasis on wealth and risk management.

Chris works in partnership with his clients in order to ensure all decisions are based on a personalized strategy that suits the client’s short-term and long-term financial goals. As part of this strategy Chris incorporates an in-depth fact finding session, goal clarification, a thorough and clear outline of all his recommended strategies, and regular review and modification to ensure the highest level of success and client comfort.

Chris is committed to professional development and, in addition to participating in many courses, he is currently pursuing his Chartered Life Underwriter designation which will further enable him to manage the complex details of advanced taxation, law for the financial service sector, and estate planning.

Chris also believes in a commitment to the community and gives generously of his time to non-profit organizations. His recent past contributions include Advocis - the Financial Advisors Association of Canada and Snow Valley Ski Club. He lives in Edmonton with his wife and daughter.

Insurance products available through Chris Fox.

Joanne recently joined as a Financial Planner, bringing over a decade of experience in investment management and comprehensive financial planning. She has worked extensively with high-net-worth families, helping them navigate complex financial needs with clarity and confidence.

Driven by a passion for holistic wealth planning, Joanne partners with families and business owners to help them achieve their goals. She takes a collaborative approach, working closely with accountants, lawyers, and other professionals to ensure each client’s wealth plan integrates seamlessly with their tax, estate, and legacy planning strategies.

In 2024, Joanne was honoured with the Client Care Award, voted on by both clients and peers at her previous firm—recognition of her deep commitment to exceptional client service and care.

Beyond her professional life, Joanne enjoys spending time with her husband, their three children, and their dogs. A lifelong soccer enthusiast, she still plays several times a week—often sharing the field with her daughter on the same team.

Tanya brings 18 years of experience in the financial industry, with 16 of those years spent working alongside Chris Fox. As the Client Services Manager, she oversees the day-to-day operations and plays a key role in providing ongoing support and problem-solving assistance to clients. Tanya is known for her commitment to exceptional client service and her keen attention to detail.

Outside the office, Tanya enjoys spending weekends in the mountains with family and friends, pursuing her passion for sewing and quilting, and relaxing with her beloved pups, Archie and Louie.

Erin provides client support and helps with day to day operations of the business, including tax packages and online access. In her spare time, Erin enjoys all the activities that having a young family can bring, as well as hiking, traveling, and volunteering in her community.

Anne is a dedicated and detail-oriented Financial Administrative Assistant with a passion for numbers and organization. Outside of the office, Anne enjoys spending time with friends and family. She’s a proud mom of two amazing adult children and finds joy in staying active with pickleball and Pilates. She also loves hosting gatherings that bring people together—because connection is just as important as balance sheets.