Welcome to Fox-Revett & Associates Private Wealth Management,  serving the community of Newmarket, Ontario, and the GTA as CERTIFIED FINANCIAL PLANNER® (CFP) professionals for more than three decades. 

 

We provide comprehensive financial planning and wealth management to individuals, families and business owners, with a tailored approach to managing your wealth and achieving your retirement savings goals. 

 

Learn more about our Private Wealth Planning Experience here. 

 

Contact our team to get started here.

Education Center

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2025 Outlook. Here comes the new, new normal. Spoiler: it’s the old normal.

IG Wealth Management |
It’s rather easy to sum up 2024. “It exceeded expectations” is the most obvious way to put it. Even the most optimistic projections were well shy of the eye-catching gains investors experienced across equity and fixed income markets in 2024. Positive market surprises shouldn’t come as too much of a shock though, as the markets have a way of making forecasting the year ahead a futile and frustrating exercise. The markets don’t operate on a timeline dictated by forecasts, which is why we prefer to focus on the trends with any forecast, rather than try and hit the bullseye.
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Year-end tax planning tips for business owners

IG Wealth Management |
When most of us think of year-end tax planning, we typically consider our personal situation. Yet, there are many tax opportunities for business owners to explore as we near the end of another calendar year.
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Our Solutions

At Fox-Revett & Associates, our approach is centred around you. 

We take the time to understand your unique financial goals, values, and aspirations, crafting a personalized plan to help you achieve them. Our process combines in-depth financial analysis, proactive tax and estate planning, and ongoing wealth management strategies to enhance and protect your retirement savings. Our solutions are informed by an enhanced team-based approach that draws on our team's decades of experience, as well as expertise and advice from our corporate accounting and legal specialists.

 

Retirement Planning

The old “three-legged stool” of retirement - a company pension, social security, and individual savings - is now teetering on one and a half legs. Having a personal retirement plan has never been more important.

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Insurance Planning

Insurance is essential to protect any comprehensive financial plan. You’ve worked hard to plan for your future, we want to ensure you are protected and your plan is not derailed in the event of disability, critical illness, or unexpected death.

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Estate Planning

People spend a lifetime accumulating assets with the intention of passing them on to heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardship and taxation for those for whom the estate was created.

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Asset Allocation Planning

Asset allocation involves choosing a mix of asset classes that align with your risk tolerance. Strategically investing across different asset classes with varying performance cycles, helps stabilize and maximize overall investment returns.

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Leaving an inheritance to a person with disabilities

Our team prides itself on our experience and in-depth knowledge of strategies and solutions for families with a loved one living with a disability. From maximizing government support and resources, to proper estate planning to care for your loved one when you are no longer able to, we will help you consider all aspects of their care including how receiving an inheritance might impact that person’s other financial resources, such as social assistance benefits.

Download our free whitepaper to see how a Henson Trust and other considerations can help you build a proper estate plan to ensure your loved one is taken care of without paying more tax than necessary.

Videos

2025 Market Outlook. What does the year have in store?

2024 Third Quarter Market Review. Markets rallied with expanding breadth.

Does your financial advisor put you at the centre? We will.

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