Planning your Financial Future

Send us Fan MailThis 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 MailOn 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 

Send us Fan MailOn this week’s episode of Planning Your Financial Future, Don and Mitch discuss why “If I Had $1,000,000” doesn’t mean the same thing in 2026, how today’s millionaires often feel more mass affluent than rich, and why longevity, liquidity, and love (yes, divorce law) can make or break your financial future.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 MailJoin 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 Savings Grant and Canada Learning Bond (CLB) are provided by the Government of Canada. CLB eligibility depends on family income levels. Some provinces make education savings grants available to their residents.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 MailDon 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, 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 MailPlanning 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 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 MailLearn 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 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 MailOn 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 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 MailOn 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 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 MailOn 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 Canada. Eligibility depends on family income levels.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 MailOn 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 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 MailOn 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 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 MailIn 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, 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 MailOn 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 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 MailIn 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 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 MailIn 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 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 MailIn 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 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 MailIn 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, 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 MailOn 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 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 MailGet 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 eye-opening insights from Canadian and US data. Discover practical strategies to extend your healthy years and access valuable resources to enhance your well-being.And for all the new and expecting fathers out there, Mitchell shares crucial advice on financial planning for your growing family. From teaching your children about money management early and opening RESPs to the importance of automating payments, securing life insurance, and creating a will, we'll guide you through setting your family up for lasting success. Plus, hear why saving for experiences and memories, not just possessions, creates the most valuable legacy.Tune in and start building a brighter future for yourself and your loved ones today!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 MailDon 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 curious case of luxury home growth, and why sellers are at odds with current valuations. Finally, Mitch tackled the age-old question: renting vs. buying in Canada. He explored the pros, cons, and government initiatives that might help first-time buyers navigate this crazy market. Tune in for a lively discussion that blends sharp analysis with relatable insights – you won't want to miss it!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 MailJoin 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 comprehensive roadmap: what to consider, the often-overlooked benefits of buying used, and how strategic financial planning and research can save you thousands. Tune in to empower your future with smarter financial choices!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 MailIn 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 wisdom for every stage of life.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 MailThis week, Mitch took to the mic solo, diving into a really important topic: smart financial planning, especially when things feel a little uncertain. He highlighted how easy it is for emotions to drive our financial decisions and why a thoughtful approach is so critical. Mitch also addressed some key listener questions, covering everything from how outside assets fit into the picture and understanding government matching contributions to strategies for maximizing tax benefits and exploring the value a certified financial planner can bring to your investment journey. It's a conversation packed with insights to help you navigate today's financial landscape with greater confidence.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 MailThis week, Don and Mitch explore two timely and thought-provoking topics that could shape your financial outlook.First, they unpack the retirement of Warren Buffett—what it means for Berkshire Hathaway, the investing world, and the legacy he leaves behind. What lessons can everyday investors take from his decades of wisdom?Then, they shift gears to something a little more personal: smart budgeting for a wedding. Whether you're planning your own or helping someone close to you, they’ll share practical tips to keep your big day beautiful and financially sound.Join us for a thoughtful conversation that blends big-picture investing insights with real-life financial planning. Tune in now and take charge of your financial future 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 MailDive into the latest episode with Don & Mitch as they unravel the impact of the new Liberal minority government's policies on your wallet!From minimum RIF withdrawals to disability tax credit eligibility. The housing policies might reshape the market the potential job skills and training support for workers in healthcare, manufacturing, construction, and technology sectors.Tune in for insightful discussions that could help you navigate these changes and make informed decisions about your personal finances. Don't miss out!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 MailWhether 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:Canadian Election & Political LandscapeTax Deadline & Stock Market VolatilityNavigating Tax Changes Post-Divorce Debunking the 'Sell in May' MythThis 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 MailPlanning Your Financial Future is your go-to podcast for expert financial advice with Don and Mitch Fox from Fox Group Private Wealth Management. Don and Mitch cover everything from budgeting tips to investment strategies to help you make the most of your money. If you’re looking to take control of your financial future, you’re in the right place.This week, Don and Mitch discuss:The importance of monitoring interest rates and inflation trends for future financial planning.Pension splitting and tax optimization for clients over 65 years old during tax season consultations.Available tax credits for those over 65Educating younger clients on the importance and benefits of getting life insurance early.Employer-provided life insurance. Is it adequate coverage?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 MailWhether 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 ChallengesThis 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 MailWhether 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' PlanThis 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 MailFrom 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 retirementFinancial spring cleaning tasksThis 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 MailWhether 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 TaxesTax Credits for Maximum SavingsFinancial Planning & Tax Optimization TFSAs: Benefits, Pitfalls, & ContributionThis 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 MailFrom 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 ratesThis 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 MailFrom 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 planningThis 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 MailFrom 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.IG Wealth Management Inc., Mutual Fund Division 

Send us Fan MailWhether 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.IG Wealth Management Inc., Mutual Fund Division 

Send us Fan MailThis 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.IG Wealth Management Inc., Mutual Fund Division 

Send us Fan MailAre 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.IG Wealth Management Inc., Mutual Fund Division 

Send us Fan MailAfter 25 years on CHML Radio, Don and Mitch Fox are finally back with their podcast Planning Your Financial Future hosted by Scott Thompson In this week’s episode, Don and Mitch discussed the following:Bank of Canada's interest rate cut, its potential impact on the economy and how it could affect clients' long-term financial plans.RRSP strategies considering possible economic changes due to Trump's policies.The need to maintain financial flexibility, given the current economic uncertainties.Reviewed the difference between average and median wealth in the US and Canada and emphasized the importance of not getting caught up in political noise.You can listen to Planning Your Financial Future on any of these platforms. Be sure to Follow, like, share or comment.Website: www.donfox.net/in-the-mediaBuzzsprout: https://www.buzzsprout.com/2422490/episodes/16493857Spotify: https://open.spotify.com/show/2vdrAi00k2W4wqxrQ8NZe8?si=CqevTvg-QRmj4_AoilgKegThis 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 MailAfter 25 years on CHML Radio, Don and Mitch Fox are finally back with their podcast Planning Your Financial Future hosted by Scott Thompson. This episode explains the motivation behind restarting the podcast, the new format, future topics, and how and when you can now listen to them each week.  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.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