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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 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

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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, 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 a text

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 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