Steve Fooks

AVP, Tax and Estate Planning @Canada Life

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

AVP, Tax and Estate Planning @Canada Life

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EDUCATION

2007 — 2008

Royal Roads University

CEC, Certified Executive Coach

2012 — 2014

The Institute for Advanced Financial Education

CHS, Certified Health Insurance Specialist

2005 — 2009

Financial Planners Standards Council

CFP, Certified Financial Planner

N/A

The Institute for Advanced Financial Education

CLU, Chartered Life Underwriter

1989 — 1993

Wilfrid Laurier University

Hons BA, Marketing

SKILLS

SalesBusiness CoachingFinancial PlannersInsuranceLife InsuranceLeadershipLeadership DevelopmentStaff DevelopmentTrainingPermanent Life InsuranceIncome ProtectionDisability InsuranceManagementPersonal DevelopmentStrategic Financial PlanningBusiness PlanningCoachingStrategic Planning

ABOUT STEVE FOOKS

I work alongside Financial Planners in British Columbia as their subject matter expert for Life Insurance. My focus is on Estate Planning and Corporate insurance planning where I\'m able to combine product design and people skills to create custom solutions for Clients.• A Certified Executive Coach with 20 years of management and sales experience committed to developing individuals and increasing their capacity.• Proven history of solving strategic business problems by creating win-win propositions for key stakeholders.• Ability to lead staff through challenging situations by demonstrating transparent decision making and a clear communicated vision. • Excel at motivating by reframing corporate goals into achievements and tasks valued by individuals.Specialties: Coaching, Financial Planning, Sales, Training

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Steve Fooks — AVP, Tax and Estate Planning at Canada Life in Vancouver, BC, CA | Unifers