Steve Fooks
Steve Fooks
Insurance Consultant
As an insurance consultant, Steve brings a both his technical and practical knowledge and experience when creating strategies to assist professionals and business owners to build and preserve their wealth in tax effective ways. By focusing on optimizing personal net worth, Steve combines risk management solutions and non traditional utilization of insurance products to allow access to a tax-preferred alternative to fixed income investment diversification.
Steve is a Certified Financial Planner and a Certified Health Insurance Specialist.
Testimonials
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I started investing for retirement late. For almost 10 years Nelson has been advising me on financial planning and how to achieve my retirement goals. Thanks to his help and sound advice, I have been steadily building my retirement fund through the markets' ups and downs and I feel confident that I will achieve my goals. I would not hesitate to recommend him to anyone who needs a financial planner. Nelson and his team are always available to answer my questions.
Wanda Simek, Lawyer
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I’ve been working with Nelson for many years now and can I can strongly recommend WealthSense Financial Group. His financial planning advice always shows strong diversification and fits well with my risk tolerance patterns. His input has set up a strong retirement platform for my wife and I.
Alistair Stewart, PhD
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We had connected with Nelson through a professional group and have had an exceedingly productive partnership with him for the last 5 years. He has an exceptional understanding of both of our diverse professional needs and also a wealth of contacts who are able to help us with any aspect of our finances. We have and will continue to unequivocally recommend him to our friends and colleagues.
Dr Chelsea Elwood, Obstetrics & Gynaecology
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WealthSense Financial Group has been a great resource to me and their service is excellent! I would recommend them to anyone who wants to take their financial planning to the next level.
Kevin Wong, CPA, CA
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As a business owner, Nelson and his team have provided us with the knowledge, guidance and the necessary financial planning tools to help us realize our goals of building sustainable wealth and a comfortable retirement for our future.
T. Anderson, Anderson Brothers Trucking
