Send us a text On 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 i...
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Send us a text On 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 i...
Scam-Proof Your Portfolio: RSP Tips & Rebalancing Tricks
Planning your Financial Future
22 minutes
9 months ago
Scam-Proof Your Portfolio: RSP Tips & Rebalancing Tricks
Send us a text From 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 ...
Planning your Financial Future
Send us a text On 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 i...
