Nancy Fox
Kitchener,ON
Summary
High-performing Board Member with substantial experience providing strategic leadership and governance to organizations. Proven track record of success in managing budgets and making sound business decisions. Team-oriented and driven to building relationships and fostering culture of excellence. Collaborative candidate eager to apply strong leadership and decision-making skills. Smart with good understanding about strategic planning, financial oversight and governance. Collaborative and committed to creating vision for future.
Overview
33
33
years of professional experience
Work History
Certified Financial Planner
IG Wealth Management, Fox Financial Planning
1999.12 - Current
- Developed comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
- Analyzed clients'' risk tolerance levels and recommended suitable investment options that aligned with their objectives.
- Managed client portfolios effectively by monitoring market trends and adjusting investment allocations accordingly.
- Guide clients through various life stages.
- Educated clients on financial topics and best practices.
Board Member/ Board Chair
Uptown Waterloo BIA
2011.09 - 2023.02
- Assisted with development of organizational budgets and resource allocation plans.
- Participated in governance training programs to stay current on best practice's.
- Presided over board meetings and conducted board business to address organizational objectives.
- Changed the Board from an Operating Board to a Governance Board
- Assisted small businesses behind the scenes through construction and pandemic.
Board Member
Hospice Of Waterloo Region
2023.09 - Current
- Reviewing annual budgets with controls to prevent overages as per additional position on Finance Committee
- Evaluated CEO performance to ensure alignment with organizational goals and stakeholder expectations.
- Learning how the provincial and federal healthcare system works in the world of Hospice.
Administrative Assistant
IG Wealth Management
1995.09 - 1999.12
- Created the administrative assistant role for various IG Consultants and Directors.
- Communication with clients, general administrative duties, processing paperwork and scheduling appointments.
- Keeping the Consultants on track by managing their schedules
- Completed client tax returns for some consultants.
Customer Service Representative
Royal Bank Of Canada, RBC
1991.01 - 1995.09
- Gained the knowledge of the inner workings of business and personal banking services.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Processed individual banking services
- Provided primary customer support to internal and external customers.
Education
Financial Services Diploma - Financial Services
Fanshawe College of Applied Arts And Technology
London, ON04.1995
Skills
- Strategic financial planning
- Budgeting expertise
- Retirement needs
- Wealth Management
- Salesforce
- Customer Service Expert
Languages
English
Elementary
Timeline
Board Member
Hospice Of Waterloo Region
2023.09 - Current
Board Member/ Board Chair
Uptown Waterloo BIA
2011.09 - 2023.02
Certified Financial Planner
IG Wealth Management, Fox Financial Planning
1999.12 - Current
Administrative Assistant
IG Wealth Management
1995.09 - 1999.12
Customer Service Representative
Royal Bank Of Canada, RBC
1991.01 - 1995.09
Financial Services Diploma - Financial Services
Fanshawe College of Applied Arts And Technology
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