About Us

Welcome to Fox Group Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Fox Group Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Team

 15 years ago after a decision to sell the shares in our business, Don Fox helped develop a financial strategy for our family. The aim was to ensure a continuation of our lifestyle from a financial perspective. Both a saving/investment plan were created and now the time has come to live off our investments. The precise goals we laid out have been met (in fact exceeded), and it is with peace of mind and confidence that we enter the next phase of our lives. Thanks Don for making this plan a reality. 

Dave and Barb V.

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
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Selling a business is a significant decision, often marking the culmination of years, if not decades, of hard work, perseverance, and dedication. The process can be complex and emotionally charged, and being well-prepared is key to ensuring a smooth transition and achieving the best possible outcome. This article will provide a detailed checklist to help guide medium-sized business owners through the necessary steps in preparing for the sale of their business.
Some Canadians are fortunate enough to get great workplace benefits. These often include health and dental coverage, a company pension and company share ownership options. Another common benefit is company life insurance (known in the industry as group life insurance).

Estate planning for blended families

Download our free whitepaper for insights on how to avoid challenging situations related to estate planning for blended families.

Videos

Explore Plan Alternatives in the IG Living Plan Portal

Explore all your financial possibilities with the IG Living Plan’s ‘Plan Alternatives’ feature.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

The Living Market Podcast - Episode 67 with Phillip Petursson

What’s better: the best manager or the best asset class?