Your written plan will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events.
Meeting - Defining Goals: we will talk in detail about your life, family needs, future plans, current business and financial desires. This will help us determine the right strategies for you.
Insights: good planning requires information. We will draw the right information from you using our suite of data collection tools.
Building a Personalized Plan: We work with experts at Investors Group and proprietary software that will allow us to analyze your goals and financial resources to create a unique financial & investment plan just for you.
Presenting the Plan: We will provide you with a written copy of your plan and a clear explanation of how you can get from here to there.
Implementation: Perhaps the most important part of the process, the decision to take action. We will help you implement the financial strategies to move you closer to your goals.
Regular Review: Financial planning is not a spectator sport. We are actively involved in monitoring your plan and meet with clients regularly to keep them informed of their progress.
Brokerage services, offered through Investors Group Securities Inc., offer a range of brokerage investment products in both Canadian and U.S. currencies, allowing maximum flexibility in your financial plan. Learn more
With access to world-class investment professionals from I.G. Investment Management, Ltd. and partnerships with other leading money managers, our advisors have access to all the choices they need when working on your personal investment portfolio. Learn more
If you’re like most Canadians, your insurance needs have changed significantly while you have been busy building your career, growing your family and planning your future. Learn more
Borrowing money is often seen as an obstacle to reaching financial goals but, if managed effectively, you can use debt as a tool to help you achieve your goals sooner. Learn more
A smart alternative to traditional banking experiences. Simple and straightforward. Competitive and convenient. Combine the personal advice and service of an Investors Group Consultant with the convenience of Solutions Banking™. Learn more
The Investors Group Charitable Giving Program™ provides an easy way for you to give to charity, & leave a lasting legacy. The account, established in your name with your donation is a “donor advised” account, which makes grants over a period of years to charities you choose, without the expense of setting up your own private foundation. Learn more
Learn more about our amazing team of professionals.
Don Fox joined the Investors Group Hamilton office in 1985 at the age of 22. He graduated with a Bachelor’s degree in Commerce from McMaster University and since then has continued his career related education, currently holding the designations of Certified Financial Planner, Elders Planning Counselor, and Chartered Life Underwriter. Don held the distinction of Master Millionaire1 from 1986-1991 and then again from 1993-1999 and continued his success with the distinction of President's Elite2 from 1997-2013. Don has been a recipient of the Harold Sinclair Long-Term Achievement award3 from 2005-2013.
Don has been able to achieve this success with the help of his team, which consists of two other members. Jay Llewellyn, has been his Associate Consultant for 14 years. Lesley Fox joined the team several years ago to help with the administrative side of the business on a part time/full time basis and is now an Associate Consultant. Also on his team is Jennifer who handles all the administrative duties.
For the past 10 years, Don hosts a radio show with Andy Lyster. You can listen to or “Join” Don and Andy every Saturday morning from 7:00-8:00 am on AM900 CHML. Each week they offer financial planning advice and answer your questions. Email us your question and you can be part of the show!
Outside of work, Don has been a fundraiser and a rider for Tour for Kids since 2005; this is to raise money to allow kids with cancer the opportunity to attend summer camp. In September 2010, he rode across Canada with Coast to Coast National Kids Cancer ride, to further raise money for the fight against childhood cancer.
1 Top 3% of Investors Group Consultants based on new business (1988-1991, 1993-1999)
2 Top 1% of Investors Group Consultants based on new business (1997-2011)
3 Based on 2005-2010 top five Consultants as measured by cumulative Investors Group New Business Credits as of December 31st of the qualifying year.
Jay Llewewllyn graduated from Carleton University in 1995 with his Bachelor of Arts in Economics. He has been involved in the financial services industry since 1997. Jay is constantly improving his financial education in order to provide clients with up to date advice and information and has obtained both the Certified Financial Planner and Chartered Life Underwriter designations. Jay joined Don Fox’s team as an Associate Consultant over 11 years ago.
Thorough and innovative, Jay meets the needs of high net worth individuals, successful professionals, business owners, and retirees. He focuses on retirement and estate planning. Through his personal commitment and dedicated professionalism, Jay has been able to build a solid base of satisfied clients. Long-term client relationships have been the result of superior consultation designed to fulfill clients’ objectives. Integrity and genuine concern are the standards by which Jay operates, he places great value on honesty and openness and displays these qualities with clients on a day to day basis.
Jay has been a board member as well as a mentor with the Big Brothers and Big Sisters of Hamilton since 1997. This year he has been working as a fundraiser as well as training to be a climber for the Climb for Cancer, which raises money for the Juravinski Cancer Centre in Hamilton.
In 2011 Lesley became a licensed Associate Consultant with Investors Group, and is continuing her financial education in order to service clients better. Lesley graduated from Queen’s University in 1986 with a B.Sc./B.Ed.
Insurance Planning Specialist - I.G. Insurance Services Inc.
Frank Lapierre graduated from Wilfrid Laurier University with his Bachelor of Arts degree from the science faculty in Psychology and later obtained a Diploma in Business Administration from Wilfrid Laurier University. He has been involved in the financial services industry since 2001. He holds the Certified Financial Planner designation and is currently working towards obtaining the Chartered Life Underwriter designation.
Frank assists high net worth, professional, business owner, and retiree clients with solutions to accumulate, preserve, and distribute their wealth in a tax efficient and cost effective manner.
Securities Planning Specialist - Investors Group Securities Inc., Member of Canadian Investor Protection Fund
Scott Clews-Hunt joined Investors Group in April 2012, and is located at 21 King Street West, 4th Floor in Hamilton.
As a Securities Planning Specialist, Scott’s overall responsibilities are to provide product knowledge and portfolio advisory services. Scott provides support to clients through in-person advice and written commentary on stocks, bonds and investment strategies.
Scott started his career in the financial services industry in 2002. Prior to joining Investors Group, he was a trade floor support analyst with a capital markets firm in downtown Toronto. Scott also has experience as a proprietary equity trader, trading on the North American stock exchanges.
Scott received his Bachelor of Arts in Finance from Northwood University- Michigan and holds his Chartered Investment Management (CIM) designation.
Georgia has been with Investors Group for over 15 years. As a Mortgage Planning Specialist, she provides mortgage advice to clients and Consultants. She has over 10 years of mortgage industry experience as a mortgage agent with Investors Group, previously working in retail lending with a major bank.
*Investors Group Specialists
Don has been our Consultant for the past 16 years and through his advice and recommendations we have achieved our goal of financial independence in retirement. Don continues to provide us with excellent service regarding financial planning.