Heather Fox CFP^®

Wealth Planner

Heather Fox brings a practical, real-world perspective to financial planning, shaped by many years as a small business owner before transitioning into the wealth management industry.

Heather has a genuine passion for helping people and understands firsthand the challenges of navigating finances and long-term planning while running a business. Her own experiences led her to return to college to study finance and pursue a career dedicated to helping others gain clarity and confidence in their financial lives.

She spent over a decade working at MD Financial Management, supporting physicians through every stage of their careers. She later joined Peacock Sheridan Group, now part of Newport Private Wealth, where she continues to work closely with physicians, their family members, business owners, and incorporated professionals—with a particular passion for empowering women in business to navigate financial complexity with confidence.

Her comprehensive approach is focused on integrated wealth planning — from wealth preservation and tax efficiency to thoughtful intergenerational wealth transfer — working collaboratively with a dedicated team of specialists to deliver integrated solutions for her clients.

Heather is known for her patient, planning-first approach. She is deeply committed to helping clients reach their financial goals through a deep understanding of their values, vision, and long-term objectives — developing dedicated, highly personal plans tailored to what matters most. 

Heather holds the Certified Financial Planner (CFP®) designation and is currently working toward her Certified International Wealth Manager (CIWM) designation.

Based in Kelowna, Heather enjoys spending time on Okanagan Lake, sailing, paddle boarding, travelling, and discovering new places.