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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.
Investors Group Financial Services Inc.
Planning your Financial Future
March 22, 2025 - Deductions vs. Credits / Tax credits / Optimization / TFSA
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.
