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Nancy Fox and Steven Fox are Senior Financial Consultants at Investors Group Financial Services Inc. Together they bring you over 30+ years of experience!
They are here and ready to help you achieve your financial and lifestyle goals!! Nancy Fox
http://advisor.investorsgroup.com/en/nancy_fox
On May 23rd, at the Rogers Women of the Year Awards, Fox Financial Planning had the privilege to present Jill of All Trades the Group Achievement Award for their contribution to boasting more than 120 events and empowering future generations of women in skilled trades across Canada and the United States⭐️🥳!!!
🎉🎉Congratulations Brenda Gilmore and Rosie Hessian, founders of Jill of All Trades (est 2014) 🛠🧰!
Thank you Rogers Women of the Year Awards for allowing Fox Financial Planning to sponsor this incredible event that welcomed and celebrated 123 amazing nominees in front of almost 700 guests from the Waterloo Region 🤩! It was a fantastic evening filled with empowerment and positivity💁♀️💪🌟!
At Fox Financial, we understand that with life’s constant changes, the needs of a person, an organization or even a community, are always evolving. No challenge is too great for a group of like-minded individuals working towards a shared goal. It is with great honour that we are proud to be sponsoring the award for Group Achievement at this year's Women of the Year Awards.
The Group Achievement Award honours a group of two or more women who have worked together on community service initiatives to benefit a variety of causes.
Congratulations to the Group Achievement nominees!
🌟✨ Join us for a Galentine's Celebration! ✨🌟
Ladies, mark your calendars because it's time to celebrate the amazing women in our lives at our Gal's Night Out event! 💖👭
📅 Date: Tuesday, February 13th, 2024
🕕 Time: 6:30pm-9pm
📍 Location: Loft 106, 191 King St S Waterloo
🎉 What to Expect:
✨ Unleash Your Inner Diva: Pamper yourself with a night of glamourous shopping, complimentary facials, and fun!
✨ Sip & Savor: Indulge in a delicious mixture of charcuterie boards and signature Galentine's Day bubblies.
✨ Galentine's Photo Booth: Capture the magical moments with your favourite gals.
💝 Dress Code: Come as you are because you were born perfect!
What more to expect?
Tarot readings, Exclusive Loft 106 shopping experience, booths by Artistry, Usuana Health and Wellness, Not Your Mother's Jewellery, Basket Brilliance, Litt Aesthetics, and a live entertainment ft Jack Pender.
🌟 RSVP by February 9th to secure your spot at this fabulous gathering!
Tag your gal pals in the comments and spread the love! 💕 Let's make this Galentine's Day one to remember.
See you there, gorgeous! 💋
Fox Financial Planning- IG Wealth Management.
Nancy Fox and Steven Fox are Senior Financial Consultants at Investors Group Financial Services Inc. Together they bring you over 30+ years of experience!
They are here and ready to help you achieve your financial and lifestyle goals!!
Heading into recession or recovery: why not both? Register today for our 2024 Market Outlook, featuring Chief Investment Strategist,
Philip Petursson to find out the answer.
https://event.on24.com/wcc/r/4333261/538F503345D386FE1EAA76815F7D36A6
📣 **Boost Your Tax Savings with Tax Loss Selling** 💸📈
Hey there, money-savvy friends! Looking to maximize your returns and reduce your tax obligations? Have you heard of tax loss selling?!
In our latest article, we delve into the concept of tax loss selling, providing you with a comprehensive understanding of how it works and how you can ensure your losses are claimed as intended, ultimately saving you those hard-earned dollars. 💪💵
Remember, every dollar saved is a dollar earned! 💸🌟 Happy tax loss selling! 📉✨
🔗 Read the full article here: Tax Loss Selling Opportunities
Tax-Loss Selling: Opportunities when you have unrealized capital losses in your portfolio Investments sold at a loss can be used to reduce capital gains and bring about a tax refund. Find out how to do it and what to watch out for.
🚨 REMINDER: Tomorrow is the last day for RSP Contributions
Happy Family Day !!
No family day plans? Come to our Free Movie Event on behalf of Fox Financial 🦊
🎥: Disneys Encanto
Theatre: Princess Cinema in Waterloo
MOVIE STARTS AT 11AM 🍿
🏆 GALENTINE EVENT: GIVEAWAY WINNERS 🏆
Call me @ 519-497-7202 or email me [email protected] to claim your prize 🤩
Please Join us on February 20th for a Family Day Movie 🎬
To our values clients, please bring along your family and join us for a Family Day Movie!
Your movie fee, a small popcorn, and small drink will be provided by Fox Financial 🥳
The film will begin at 11am sharp, therefor please arrive at 10:30am to allow time for seating and to get your treat 🍿 🥤
‼️ if you plan on attending please RSVP as soon as possible to [email protected]
We hope to see you and your families there!
Fox Financial Galentine Event 2023 💕🥂
This is an event you don’t want to miss! We would love to have you join us for our Galentines event on February 13th
Entry to this event is completely free with parking on site!
What you can expect 👇
- 5 amazing local vendors will be with us to showcase their unique products
- Being in the company of influential women
- Wine, snacks, and entertainment
‼️ If you are interested in attending this event please RSVP as soon as possible to [email protected]
🚨🚨🚨
We wish you a Merry Christmas and a happy new year 🎶🎄✨
Warm Wishes from the Fox Team
Good afternoon! The Fox Team would like to gift a lucky family The Rangers Game for tomorrow night at 7:30pm. This is a first come first serve. Please private message if you are interested.
Thank you!
FOX TEAM!
May your blessings be multiplied this year and throughout all your life. Happy Thanksgiving wishes to you!
From The Fox Team!
In The Living Market podcast, Philip explores the possible impact of the Bank of Canada’s attempt to ‘cool things down’ with its recent 1% interest rate hike. Subscribe, rate and review now: ow.ly/Vkw4103Swmc
In The Living Market podcast, Philip explores the reasons behind emerging markets’ underperformance and the factors that could help turn it around. Subscribe, rate and review now: ow.ly/PlGV103ScJH
The 2022 second quarter review is out. Philip says that recent market activity and investor sentiment might suggest that the worst is behind us. Download today: http://ow.ly/3aYQ50K4RbB
2022 Second quarter market review Historian Howard Zinn wrote, “You can’t be neutral on a moving train.” And it feels true when one reads, watches and listens to financial news. Should we end up in a recession, surely it will be one of the most widely predicted ones we have seen. It is hard for investors to stay focused on fac...
This past week the Fox Team was a proud sponsor of the Canadian Women’s Amateur Golf Tournament! Thank you for hosting an incredible event🏌️♀️🦊
In this episode of The Living Market podcast, Philip explores how he thought the year in the markets was going to be, compared to where it is now and where it might be headed. Subscribe, rate and review now. ow.ly/3wlk103OUwe
Market revisions need to happen, but earnings growth is still possible: Strategist Philip Petursson, chief investment strategist at IG Wealth Management, joins BNN Bloomberg to discuss his market outlook as investors await the BoC's upcoming rate hike. Petursson says corrections have allowed for valuations in some markets like the TSX to become extremely attractive.
Join us on June 9th at 1pm CT as our Chief Investment Strategist, Philip Petursson reviews the Q3 Market Outlook.
The session will cover:
• where we are in the economic cycle
• the direction for earnings growth
• how we can use a data driven approach to keep us on the right path
Philip Petursson is a veteran of the wealth management industry, having spent over 25 years working for prominent financial institutions in a variety of senior leadership roles. You won’t want to miss his insightful and always entertaining commentary. There will also be a virtual Q&A session where Philip will answer your questions live!
Register here: ow.ly/uSla103I5CE
Jeff Carney, former President and CEO of IG Wealth Management, was diagnosed with early onset Alzheimer’s in 2020. As a long-time and passionate advocate for people living with Alzheimer’s, Jeff continues to raise awareness and support for those impacted by dementia. This year IG staff from across Canada are participating in the to support Jeff, his family and the millions like them. Join me! ow.ly/a356103CS5J
It takes just a few simple steps to join the IG Wealth Management Walk for Alzheimer’s, which raises awareness and funds to support people living with dementia in your community.
Register at ow.ly/a356103CS5J
Share why you are fundraising using
Walk the last weekend of May
More than 500,000 Canadians are living with dementia today, a number projected to double in less than 10 years. The impact doesn’t stop there, because 1 in 5 Canadians have experience caring for someone with dementia. The need for advice has never been greater.
Join us for an interactive webinar on Thu, May 5th at 1 PM EST with IG Wealth Management’s Vice-President, Vas Pachapurkar, Christine Van Cauwenberghe, Head of Financial Planning, and Dr. Saskia Sivananthan, Chief Research & Knowledge Translation Officer, Alzheimer Society of Canada. Together, they will provide:
• Tips and tools for wealth planning for aging individuals
• Advice for caregivers and people living with dementia
• Tax considerations and resources available for Canadians
Register today: ow.ly/ucgY103zUhP
The annual uptown comfort food crawl is back!
Starting from January 29th - February 12th, support local by trying from 15 different uptown restaurants. Make sure to vote for your favourite by visiting the Uptown BIA website, for a chance to be entered to win one of three Uptown Dollars prizes. - $100, $50 or $25.
Thank you to everyone who sent us your referrals in 2021, and congratulations to our 3 giveaway winners!
The winners mentioned in video below will be contacted. Happy Holidays 🎄
We truly appreciate each and everyone of our clients. Thank you for your loyalty and for sending us your referrals. The Fox Team will be doing a giveaway on Facebook live, December 23rd at 9:30am, there will be 3 winners, see below for details!
1st : 2- night getaway at Paradise Inn in Port Elgin
2nd: Munzy Art Piece Painting
3rd: $200 gift card to King St. Trio uptown
Click here to claim your Sponsored Listing.
Our Story
Nancy Fox is an experienced and well-established Senior Financial Consultant in Kitchener-Waterloo. As a Certified Financial Planner professional, she has been helping individuals with their financial planning for over 20 years. Nancy Fox is also a Certified Divorce Financial Analyst (CDFA) and a Registered Retirement Consultant (RRC).
After completing his University degree in Business Management from Dalhousie University, Steven joined the Fox Financial Planning team as a financial advisor. Steven has been a hard working and dedicated financial planner at IG Wealth Management for four years, specializing in risk management.
Having achieved the Investors Group Pillar Award*, Steven is a talented and comprehensive financial planner that is CFP certified as of January 2018.
*Based on Investors Group New Business for consultants in their first 4 years
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