Fox Group - DON FOX, B.Comm CFP, EPC, CLU
62Developing21 King St W Ste 1405, Hamilton, ON L8P 4W7, Canada
About
Fox Group Private Wealth Management, based in Hamilton, Ontario, helps affluent Canadians with comprehensive financial planning including retirement, investment, tax, estate, and insurance strategies.
Senior Care Path Summary
Fox Group offers a team-based approach to wealth management tailored to your changing needs. Their services include retirement planning, tax-efficient investment strategies, estate planning to protect and pass on your wealth, and integrated insurance planning. The Education Centre includes a dedicated "Money and You: Seniors Edition" section with articles, webinars, and financial calculators to help with retirement preparation and tax efficiency.
Don Fox and his team bring 15 years of experience guiding clients through major life transitions. They help clients move from the accumulation phase to living off investments with confidence, creating structured plans that reflect your unique goals and provide clarity for the people you love.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Affluent Canadians planning for retirement
- Clients transitioning from working to living off investments
- Blended families with estate planning concerns
- Healthcare professionals seeking wealth management
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google4.9
12 Google reviews
Most recent reviews
Noel Vandall
3 months ago · via Google
Don Fox and Mitch Fox of Fox Group Private Wealth Management are exceptional financial advisors. They take the time to understand your goals and provide clear, personalized guidance you can truly trust. Their professionalism, responsiveness, and client‑first approach make even complex financial decisions feel manageable and well thought out. If you’re looking for knowledgeable, trustworthy partners to help plan and protect your financial future, I highly recommend Don and Mitch Fox and the Fox Group team.
Chris Riddell
3 months ago · via Google
Always at the ready to give me great proactive and reactive financial advice when I call. I've trusted the Fox Group with my financial planning and retirement savings for over 40 years. I couldn't have a more trustworthy and competent group of experts.
Raili Dawdy
4 months ago · via Google
I’ve had an excellent experience working with this financial group. Since joining them, I’ve seen real progress and growth in my finances. They are attentive, proactive, and always timely in their communication. I truly appreciate how personable and trustworthy they are. They take the time to understand my goals and provide clear, thoughtful guidance. They set the bar high and stand above other providers I’ve worked with. I highly recommend them to anyone looking for financial support you can genuinely trust.
Summary of Google Reviews
Summarized by Senior Care Path from Fox Group - DON FOX, B.Comm CFP, EPC, CLU's Google rating and recent reviews. Confirm specifics with the provider.
Fox Group - DON FOX, B.Comm CFP, EPC, CLU holds an excellent 4.9-star rating across 12 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Equivalent to Plan Consultant (EPC)
- Chartered Life Underwriter (CLU)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
21 King St W Ste 1405, Hamilton, ON L8P 4W7, Canada
Also serves
- Hamilton, Ontario