Planning your Financial Future

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This week on Planning Your Financial Future, Mitch breaks down summertime TFSA reminders, market calm during rate holds, and how seasonal distractions from forest fire haze to political noise, can pull focus from long‑term planning. A light summer episode with practical tips to keep your financial strategy on track.

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.

IG Wealth Management Inc., Mutual Fund Division 

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This week on Planning Your Financial Future, Mitch breaks down how a simple 2% annual increase to your investment contributions can add hundreds of thousands to your long‑term wealth. He explains why small, consistent adjustments matter more than chasing returns and how paying yourself a little more each year builds real financial strength.

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.

IG Wealth Management Inc., Mutual Fund Division 

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On this week of "Planning Your Financial Future," Mitch discusses the importance of updating your beneficiary designations, why people forget to do it, and how a simple review can prevent major financial headaches down the road.

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.

IG Wealth Management Inc., Mutual Fund Division 

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On this week of Planning Your Financial Future, Don and Mitch break down the three stages of retirement—Go‑Go, Slow‑Go, and No‑Go, and examines how emotional investing, especially around Bitcoin, can derail long‑term security. They explore volatility, risk capacity, and why disciplined planning matters more than hype when building a sustainable retirement path.

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.

IG Wealth Management Inc., Mutual Fund Division 

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On this week’s episode of Planning Your Financial Future, Don and Mitch discuss the unavoidable trio of cottages, death, and taxes — and how smart insurance planning can soften the blow. They break down capital‑gain traps, inheritance fairness, and why permanent insurance can keep families from losing wealth at the worst possible time. 

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.

IG Wealth Management Inc., Mutual Fund Division 

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On this week’s “Planning Your Financial Future,” Don and Mitch break down why blanket financial statements can mislead Canadians and why withdrawal strategies must be personalized. They explore how choosing the right accounts to draw from affects taxes, flexibility, and long‑term outcomes, emphasizing thoughtful planning over one‑size‑fits‑all advice.

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.

IG Wealth Management Inc., Mutual Fund Division 

Send us Fan Mail

On this episode of Planning Your Financial Future, Don and Mitch break down what net worth really represents, why pensions can outweigh assets, and how summer money moves shape long‑term financial health, from vacation budgets to rising utility costs. A practical, timely guide to spending smarter and building lasting security.

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.

IG Wealth Management Inc., Mutual Fund Division 

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On this week of "Planning Your Financial Future", Don and Mitch discuss rising financial anxiety, real estate volatility, and the massive wealth transfer now underway. They explain why communication, tax planning, and proper estate preparation are essential, especially as many Canadians face their largest-ever tax bills at death.

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.

IG Wealth Management Inc., Mutual Fund Division 

Send us Fan Mail

This episode dives into the classic “Sell in May” market debate and why the strategy isn’t as simple as it sounds. Don and Mitch also break down the growing complexity of cross‑border tax rules, highlighting the pitfalls Canadians face when earning, investing, or retiring in the U.S. From seasonal market myths to cross‑border tax bombs, they unpack what investors need to know to stay ahead. 

The podcast will be taking a two‑week break, and back May 23rd, but we encourage listeners to use this time to revisit past episodes—especially the ones that helped clarify important financial decisions—and share the most valuable ones with family and friends.

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.

IG Wealth Management Inc., Mutual Fund Division 

Send us Fan Mail

On this week’s episode of Planning Your Financial Future, Don and Mitch discuss concerns surrounding credit card debt, how high interest rates can quickly compound financial stress, and why rising gratuity expectations are increasing everyday spending pressures. They also explore practical strategies for managing credit use, controlling expenses, and improving overall financial stability.

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.

IG Wealth Management Inc., Mutual Fund Division