Planning your Financial Future

By: Investors Group Financial Services Inc.
  • Summary

  • Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them weekly as they share real-life stories and provide expert insights to help you achieve your financial goals.


    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.


    Investors Group Financial Services Inc.

    © 2025 Planning your Financial Future
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Episodes
  • Planning your Financial Future - March 1 2025
    Mar 1 2025

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    From managing debt to growing your investments, Don & Mitch Fox cover a wide range of topics to help you achieve your financial goals.

    This week’s topics:

    • Don & Mitch discuss the evolution of retirement savings programs (RSPs) and the shift in investment strategies.
    • The importance of rebalancing portfolios annually to maintain a comfortable risk level, particularly during retirement when volatility can impact withdrawals.
    • The crucial role financial planners play in safeguarding clients from increasingly sophisticated scams.

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.

    Investors Group Financial Services Inc.

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    22 mins
  • Planning your Financial Future - February 22 2025
    Feb 22 2025

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    Whether you’re navigating the complexities of retirement planning or looking to optimize your savings, Don and Mitch are here to help. Our focus is on individuals in Ontario, Canada, but our advice is valuable for anyone looking to improve their financial health.

    This week, Don and Mitch discuss:

    • The impact of the US political situation on the markets amid the ongoing tensions and uncertainty.
    • The benefits of using RSPs and TFSAs for retirement planning.
    • The importance of accurate input data in retirement planning and the need to review plans frequently.

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.

    Investors Group Financial Services Inc.

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    23 mins
  • Planning your Financial Future - February 15, 2025
    Feb 13 2025

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    This week’s discussions include:

    · Trump Tariffs and Economic Impact: Don and Mitchell discuss the potential impact of Trump's proposed tariffs on the economy and stock market

    · Teaching Children Financial Management Skills: Mitch discusses the importance of financial planning and teaching children about money management

    · Saving Money and Financial Independence: Don discusses the importance of saving money, financial independence and understanding between needs and wants.

    This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor.

    Investors Group Financial Services Inc.

    Show more Show less
    21 mins

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