DiscoverPlanning your Financial Future
Planning your Financial Future
Claim Ownership

Planning your Financial Future

Author: IG Wealth Management Inc., Mutual Fund Division

Subscribed: 1Played: 5
Share

Description

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.


IG Wealth Management Inc., Mutual Fund Division 

37 Episodes
Reverse
Send us Fan Mail Join Mitch Fox on Planning your Financial Future as he discusses how rising education costs can feel overwhelming, but the RESP remains one of the most powerful tools available to Canadian families. Starting early, maximizing grants, and understanding withdrawal strategies can significantly increase long‑term value. This episode highlights how timing, consistency, and smart planning help parents reduce financial stress and support their children’s future. The Canada Education...
Send us Fan Mail Don and Mitch share financial lessons inspired by the Easter Bunny, including planning ahead, diversification, staying financially agile, and building wealth through consistency. They also explain the three stages of financial planning and how saving a percentage of income over time can lead to long-term financial independence and retirement income. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, ...
Send us Fan Mail Planning a wedding is exciting, but couples should also think about their financial future. Don and Mitch discuss rising wedding costs, budgeting strategies, and why creating or updating a will is important. They explain how estate planning, beneficiaries, and smart money decisions can protect your finances as you start life together or take a much needed look at your old will. This is a general source of information only. It is not intended to provide personalized tax, legal...
Send us Fan Mail Learn how to clean up your finances with a practical financial spring cleaning checklist. In this episode, we cover portfolio rebalancing, consolidating investment accounts, reviewing debt and mortgages, automating savings, updating beneficiaries, and optimizing your financial plan. Simple personal finance steps to organize money, reduce taxes, and build long-term wealth. This is a general source of information only. It is not intended to provide personalized tax, legal or in...
Send us Fan Mail On this week’s Planning Your Financial Future, Don and Mitch explain why reacting to headlines can hurt long-term investing. They discuss the difference between tax avoidance and evasion, why lifestyle planning shapes retirement needs, and share practical travel tips, from rental car traps to insurance, helping listeners protect both their portfolios and wallets. This is a general source of information only. It is not intended to provide personalized tax, legal or investment ...
Send us Fan Mail On this week’s episode of Planning Your Financial Future, Don and Mitch break down why discipline matters most during volatile markets. They discuss smart TFSA strategy, the risks of chasing “lottery” stocks, and key tax concepts like deductions, credits, and the Disability Tax Credit — all focused on long-term planning. 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 solicitati...
Send us Fan Mail On this week’s “Planning Your Financial Future” podcast, Don and Mitch discuss the power of financial literacy; from understanding RDSP opportunities to developing a strong money mindset. They explain why procrastination holds people back, how compound interest builds lasting wealth, and why a clear, diversified financial plan is essential for long-term security. The Canada Disability Savings Grant and the Canada Disability Savings Bond are provided by the Government of Canad...
Send us Fan Mail On this week’s “Planning Your Financial Future” podcast, Don and Mitch discuss RRSP season and why an RRSP should be viewed as a personal pension plan, not a tax trap. They cover smart withdrawal strategies, minimizing tax in retirement, and the importance of teaching financial literacy to the next generation. 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 purch...
Send us Fan Mail On this week’s “Planning Your Financial Future” podcast, Don and Mitch bust common life insurance myths and explain why getting coverage young can save you money long term. They compare term versus permanent insurance and explore how disciplined investing, inflation awareness, and proper diversification build lasting financial independence. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not inte...
Send us Fan Mail In this episode, Don and Mitch use Super Bowl stories to explain smart investing. They explore why gambling and investing aren’t the same, how diversification and rebalancing reduce risk, and why emotional decisions often hurt long-term results. The conversation highlights disciplined planning, coaching, and staying focused when markets feel unpredictable. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice,...
Send us Fan Mail On this weeks “Planning Your Financial Future” podcast, Don and Mitch discuss RRSP season, contribution deadlines, and tax-efficient planning. They explain why RRSPs aren’t one-size-fits-all, explore different types of investment risk, and highlight the importance of matching long-term goals with the right strategies to avoid running out of money. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is n...
Send us Fan Mail In this episode, Don and Mitch review the surprises of the 2025 markets, from tariff fears to standout global returns. They discuss gold’s exceptional performance, the risks of chasing winners, and why diversification and disciplined investing remain the most reliable way to achieve strong returns with manageable risk. 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...
Send us Fan Mail In this episode of Planning Your Financial Future, we explore the top financial resolutions for 2026, from paying down high‑interest debt to improving cash flow. We discuss accountability, realistic goal‑setting, and how planners help Canadians stay disciplined while leveraging tools like TFSAs, FHSAs, and long‑term investment strategies. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intend...
Send us Fan Mail In this episode, on Planning Your Financial Future we break down where interest rates stand heading into year-end, why diversification still drives long-term success, and the practical tax strategies Canadians should act on before December 31. We explore RRSP/RRIF planning, TFSA usage, RESP contributions, capital gains decisions, and how to manage income efficiently. This is a general source of information only. It is not intended to provide personalized tax, legal or investm...
Send us Fan Mail In this episode, Planning Your Financial Future unpacks an unpredictable year in the markets, highlighting dramatic swings, shifting interest rates, and the nonstop noise that pushes investors to react. They explain why headlines can mislead, how volatility tests discipline, and why staying grounded is often the most effective strategy in uncertain times. This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, ...
Send us Fan Mail On this new episode of Planning Your Financial Future, we honour Don's remarkable 40 years with IG Private Wealth Management. Don takes us through the evolution of financial planning—from the days of typewriters to today's sophisticated software. He shares why, despite all the changes, the profound joy of fostering deep trust and long-term relationships, and guiding clients toward financial independence, has been the unchanging heart of his work. This is a general source of...
Send us Fan Mail Get ready to unlock the secrets to a longer, healthier, and more financially secure life with the Planning Your Financial Future podcast! In this special episode, we're not only diving deep into the fascinating connection between your wealth and longevity, but we're also celebrating Father's Day weekend with essential financial wisdom for new dads. Join us as we explore how your financial decisions today can significantly impact your health span and life expectancy, drawing e...
Send us Fan Mail Don dove headfirst into the wild world of Trump's tariff tactics, where announcements send markets spiralling, only to see them bounce back as quickly. They debated the legality and ethics of this "Taco" strategy (you'll have to listen to understand!), the surprising surge in tariff collection, and the blunt truth about who pays those tariffs (hint: it's probably you!). Then, the podcast shifted gears to the Canadian housing market, examining historical price drops, the curio...
Send us Fan Mail Join Don and Mitch as they discuss the current events shaping Canadian politics, with a sharp focus on Mark Carney's unique approach to business in Canada. Could his financial acumen truly reshape the nation's economic landscape? Then, they shift gears to your finances, equipping you with the vital skill of distinguishing financial needs from wants – a genuine game-changer for your budget. And when it comes to that next big purchase, like a car, Don and Mitch offer a comprehe...
Send us Fan Mail In this insightful episode, Don breaks down the art of smart investing—highlighting the power of compounding and the critical role of risk management in today’s unpredictable markets. Then, Mitchell shifts gears with a deep dive into Canada’s rising divorce rates, revealing surprising statistics and unpacking how financial planners can be a lifeline during divorce proceedings. Whether you're building wealth or navigating personal transitions, this episode offers practical wis...
loading
Comments 
loading