Planning your Financial Future
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
Episodes
54 episodes
Rich on Paper, Not in Practice
On this week of Planning Your Financial Future, Mitch reacts to the Bank of Canada’s decision to hold rates steady, rising grocery and gas inflation, and the uncertainty surrounding global trade tensions. He explains why stability matter...
Trade Turbulence & Fall Financial Planning
In this episode of Planning Your Financial Future, Mitch reacts to the latest uncertainty coming out of “Trump land,” including the on‑again, off‑again trade deal and its ripple effects on market confidence. He explains why reassessing...
Warm Weather, Hot Markets, and Rising Fraud
In this episode of Planning Your Financial Future, Mitch highlights how summer scams are rising alongside market volatility and political noise. He explains why having a personal financial planner matters more than ever — someone you c...
Got a Life? You'll Need Insurance for That
In this episode of "Planning Your Financial Future", Mitch breaks down why insurance... especially for young Canadians, is a crucial part of a complete financial plan. He explains mortgage protection, permanent insurance as a tax‑free estate to...
Life Changes... Your Financial Plan Should Too
This week on Planning Your Financial Future, Mitch explains why a financial plan can’t be “set and forgotten.” Life changes, goals shift, and timelines evolve — meaning your strategy must adapt too. From account choices to major purcha...
Retirement Readiness: The Emotional and Financial Checkup
This week on Planning Your Financial Future, Mitch and Scott talk summer slowdown, shifting financial goalposts, and the emotional side of preparing for retirement. With humour about the Gordie Howe Bridge and rising costs, Mitch expla...
Summertime TFSA Tips: Cutting Through the Haze
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 ...
The 2% Rule: The Small Increase That Builds Big Wealth
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 matte...
Your Summer Money Checklist: Start With Beneficiaries
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.
From Go‑Go to Slow‑Go: Where Does Bitcoin Fit?
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 explo...
Cottages, Death, and Taxes: Untangle the Inevitable
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 ...
Beyond Blanket Statements: Smarter Withdrawal Decisions
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 affec...
Net Worth & Summer Money Moves
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 risin...
The Great Wealth Transfer: Planning, Taxes, and Family Conversations
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 ...
The May Move & the Cross‑Border Curveball
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 ear...
Everyday Spending: Credit Cards and Increasing Gratuities
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 s...
Rich Isn’t What It Used to Be: Millionaires, Money Myths & Modern Divorce
On 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...
RESP Strategy: Small Steps Today, Big Impact Tomorrow
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 unders...
From Easter Bunny Investing to the Three Stages of Wealth
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 ...
Wedding Planning and Wills: Reigning in the Wedding Budget and Updating or Creating Wills
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, be...
How to Clean Up Your Finances: Steps to Organize Money, Reduce Debt, and Invest Better
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 beneficiari...
The Questions you Should be Asking at Home and While Traveling
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,...
Discipline Over Drama: TFSA's & Tax Truths
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 ...
Mindset, Money & the RDSP Opportunity
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 ...
Teaching Money Smarts: From RRSPs to Kids’ Allowances
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 th...