Steve Fooks, Advanced Case Planning Consultant
CFP®, CHS

Steve began his career as a financial advisor in 1992 after graduating with a business degree from Wilfrid Laurier University. After successfully building his practice for several years in Ontario, Steve moved to Vancouver to become Vice-President of a technology company.

After eight years of working in the technology industry, Steve returned to the financial services sector as a Training Manager. In 2013, he moved into an Insurance Sales Consulting role with a focus on Estate Planning and Corporate Insurance Planning where he combines his product design knowledge and people skills to create custom solutions for our clients.

When he’s not at work, Steve likes to spend time at his cottage with his beautiful wife and 2 daughters.

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