Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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.
Don has been our Consultant for over 15 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.
Don is a man of honour and integrity who instills a sense of trust and confidence. He has developed into an indispensable resource for my financial decision-making. For these reasons, I have introduced both my family and friends to him and all have been very satisfied.
Don Fox has been a valued financial planning resource for me for over 15 years. After listening to my personal goals and objectives, he helped me develop an investment plan that was tailored to my situation. Don continues to demonstrate his high level of integrity, his knowledge of mutual fund investment vehicles, his attention to detail, and most importantly his commitment to me as a client. As a result of the strength of our relationship, I have recommended Don to many friends and relatives.
Don is recognized as one of the most accomplished Consultants to ever represent IG Wealth Management. He is a consummate professional; his dedication and commitment to his craft and to clients is unparalleled. It is a privilege for me to call him a friend and colleague.
I would recommend Don Fox to anyone and everyone. Honest, trustworthy and professional. Available at anytime and anywhere. Explains things in a way that I can understand, very professional. Always looking for financial planning options to benefit myself, my family and business.