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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’s topics:

·       Navigating Media Sensationalism and Investing 

·       Market Volatility and Long-Term Planning 

·       Market Investment Strategies and Challenges

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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Whether you’re looking to invest, save, or plan for your future, Don & Mitch Fox years of expertise will help you explore the best financial strategies tailored for your journey to financial freedom!

 This week’s topics:

·       Evolving Spending Habits Across Lifetimes

·       Retirement Spending Patterns and Healthcare Costs

·       FHSA vs RRSP Home Buyers' Plan

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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From budgeting tips to investment strategies, Don & Mitch cover it all to help you make the most of your money. If you want to take control of your financial future, you're in the right place.

This week's topics:

• Challenges of early retirement
• Financial spring cleaning tasks

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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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’s topics:

• Deductions vs Credits in personal Taxes
• Tax Credits for Maximum Savings
• Financial Planning & Tax Optimization 
• TFSAs: Benefits, Pitfalls, & Contribution

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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

This week’s topics:

- 5th anniversary of the COVID-19 Pandemic, reflecting on the impact on people and the economy.

- Current market uncertainty and personal decisions on finances

- How to maintain stability amidst economic challenges

- Interests rates

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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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:

·       The impact of US tariffs on Canada, including their economic and political implications.

·       Trade relationships, market volatility, and potential investment strategies.

·       The value of the US dollar, productivity concerns, and the importance of diversification in financial 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 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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

Send us a text

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.

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Are you keeping up with the latest financial news? This week has been a rollercoaster for Canada's economy, from tariffs to tax changes. On the newest episode of the "Planning Your Financial Future" podcast, Don and Mitch dive into the key issues affecting your wallet and investment strategy.

This week’s discussions include:

• Canada-U.S. Relations: Weighing in on the recent tariffs imposed by former President Trump and the implications for trade and investment.
• Market Volatility and Diversification: Strategies to safeguard your investments amid the shifting economic landscape.
• Canadian Pension Plan Investment: Insights into how the CPP is navigating these turbulent times to ensure stable returns.
• Capital Gains Tax Changes: Analyzing the Canadian Government’s latest announcement on the inclusion rate increase and what it means for your financial planning.

Tune in to gain expert insights and practical advice to stay ahead in these uncertain times.

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. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.

Investors Group Financial Services Inc.