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Our services

Financial planning

With the help of sophisticated financial planning software, in context of a firm grasp of you and your unique circumstances, Dennis Fox will construct a detailed roadmap to help you achieve your financial goals and dreams. The group brings you peace of mind by providing a clearly defined financial plan, which helps to visualize, articulate and attain your goals. Within this financial plan, meaningful benchmarks and regular reviews along the way will help you recognize your progress. Maintaining an open door approach, Dennis, Sandra and Michael are always available to discuss the financial implications if circumstances or objectives change.

* The Fox Pierce Segal Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.