Pick a topic from the list below

Schedule a Date - 1 hour slot generally over lunch time

Invite employees - We will provide event materials

Seminar Day - We will provide a complimentary lunch

“After learning more in 1 hour than I have in 20 years of investing, I’m still not an expert, but thanks to Andrew and Paula, at

least I know what questions to ask!” –Susanne B.

“Very informative and clarified many things in a short amount of time” –Karen A.

“Excellent explanations and realistic understanding of how to explain investment terminology – Thank you!” – Trisha S.

Presentation Topics:

“When money issues

cause stress, employees’

productivity drops and

absenteeism increases.” According to a survey

conducted by the Financial

Planning Standards Council,

money is the greatest

source of stress for 42% of

Canadians. Therefore, it is

beneficial for employers to

give their employees tools

and direct them to

resources that will improve

their financial well-being.

Source: Financial Literacy

Newsletter—August 2016,

Government of Canada

Financial Jeopardy (45min-1 hr)

A fun and interactive seminar structured as the game show Jeopardy. This presentation

highlights strategies for decreasing tax and increasing wealth.

Women & Wealth (45 min-1 hr)

This presentation focuses on the unique challenges women face that often get missed in a

male dominated industry.

The Millionaire Mindset (45min-1hr) Strategies and concepts that the wealthy have used for generations.

10 Years and Counting... (45 min-1 hr) Common questions for employees with less than 10 years before retirement: When can I

retire? Will I have enough? What’s my “burn rate”? How can I maximize retirement income?

The “New” Legacy Plan (45min-1 hr)

You have worked hard all your life. Now it is time to make sure your legacy is protected.

Highlights include charitable giving, protecting assets, creating your lasting legacy.

How it Works:

FINANCIAL WELLNESS LUNCH & LEARN SERIES Fox Wealth Management, a division of Investors Group, provides financial wellness lunch and learn seminars to organizations

and companies in Calgary. Employees benefit from empowerment and education in areas such as investing, taxes, estate

planning and retirement. Employers benefit by offering their employees a zero cost, zero administration program that is in line

with the Government of Canada’s National Strategy for Financial Literacy.

Testimonials

ANDREW FOX CFP | EXECUTIVE SENIOR FINANCIAL CONSULTANT

For the past 14 years Andrew has been working with families and individuals on developing comprehensive

strategies in wealth management. He specializes in customized tax efficient investment plans for high net worth

clients.

Andrew is a Certified Financial Planner with Investors Group Financial Services Inc. Financial Divorce Specialist,

and has a BComm from Merrimack College in Boston MA.

Andrew and his wife Susanne are kept busy raising their two children.

PAULA COOK | ASSOCIATE CONSULTANT

Paula has 9 years of experience with Investors Group working to ensure clients feel confident and secure with their

financial plans. She specializes in working with professional women who are looking to take their wealth

management plan to the next level.

A dedicated sole parent raising her two boys in Calgary after spending nearly two decades specializing in luxury

tourism. She is the Corporate Sponsor for Women Talk – Calgary, an organization that champions women growing a

stronger community by sharing their stories

KATIE MCNEIL | ASSOCIATE CONSULTANT

Katie is an integral point of contact for all clients of Fox

Wealth Management. Working on the practice

management side, she ensures the smooth processing of

account transactions, along with monitoring and identifying

client needs with a proactive approach.

Katie has a BSc from The University of Calgary and a Digital

Marketing and Communications Certificate from SAIT.

Government of Canada Strategy

THE FOX WEALTH MANAGEMENT TEAM