Fox-Revett Heslegrave & Associates - IG Private Wealth Management

Fox-Revett Heslegrave & Associates - IG Private Wealth Management Shaun Heslegrave CFP® CLU
Audrey Fox-Revett CFP® CLU TEP
David Fox-Revett, CFP®
IG Wealth Management Inc. Mutual Fund Division IG Wealth Management Inc.

Mutual Fund Division

Trusted Guidance. Tailored Strategies. Generational Impact. With over three decades of experience serving Newmarket and the Greater Toronto Area, Fox-Revett & Associates is a dedicated team of CERTIFIED FINANCIAL PLANNER® professionals committed to helping high-net-worth individuals, families, and business owners make confident, informed decisions about their financial future

. Rooted in the community and backed by a national network of in-house tax, estate, and investment specialists, we offer a personalized, relationship-based approach to wealth management. Our integrated planning process is designed to reflect your unique circumstances, goals, and values, whether you're planning for a successful retirement, navigating a business transition, minimizing taxes, or preparing to transfer wealth across generations. At every stage, we focus on delivering clarity, confidence, and peace of mind. Many of our client relationships span decades, a testament to the trust we’ve earned and the care we bring to every plan we build. We invite you to discover the difference a truly personalized strategy can make. Let’s start with a conversation. Connect with our team today to schedule a confidential consultation tailored to your needs. Connect with Shaun on LinkedIn: https://www.linkedin.com/in/shaunheslegrave/
Connect with Audrey on LinkedIn: https://www.linkedin.com/in/audreyfox-revett

Visit us online to learn more about our solutions: https://www.foxrevettassociates.com/

Fox-Revett & Associates Private Wealth Management

Lessons from 100 years of investing: listen now!This year, IG Wealth Management celebrates 100 years of helping Canadian...
04/30/2026

Lessons from 100 years of investing: listen now!

This year, IG Wealth Management celebrates 100 years of helping Canadians invest through everything markets can deliver. Philip Petursson, Chief Investment Strategist at IG Wealth Management, takes us through a century of market history; from the 1929 crash to the dot-com boom, the 2008 crisis and pandemic shock. He reveals a surprising pattern: while the triggers change, the rhythm stays remarkably consistent. Excess leads to stress, followed by policy response and recovery. Philip explains why the core building blocks of investing haven't fundamentally changed and shares the real lesson from a century of markets: success isn't about predicting the future perfectly, it's about preparing for it consistently.

▶️ Click here to listen to the latest episode: https://www.foxrevettassociates.com/podcasts
Subscribe. Like. Share this episode.

Policy changes don’t just impact “the system,” they can influence the structure of your financial plan.Yesterday's feder...
04/29/2026

Policy changes don’t just impact “the system,” they can influence the structure of your financial plan.

Yesterday's federal update includes:
• Lower CPP contribution rates beginning in 2027
• Greater flexibility for first-time home buyers using RRSP funds
• Expanded tax deductions and training support for skilled trades
• New opportunities for business succession through employee ownership

Individually, these may seem incremental. Together, they can affect cash flow, tax efficiency, and long-term strategy.

This is where coordinated planning turns information into opportunity and we're here to help you implement strategies to stay ahead of these announcements.
https://www.ig.ca/en/insights/2026-spring-economic-update

On November 4, François-Philippe Champagne, Minister of Finance and National Revenue, presented Canada’s 2025 federal budget. Here is a summary of the most relevant proposals that may impact Canadians.

Q1 2026 was a reminder of how quickly market narratives can change. From economic momentum to geopolitical tension and r...
04/17/2026

Q1 2026 was a reminder of how quickly market narratives can change. From economic momentum to geopolitical tension and rising oil prices, the first quarter of 2026 ended on a very different footing than when it began.

For a clear, structured review of what actually happened, and what may come next, read our First Quarter 2026 Market Review.
Click here to read the full report:https://www.ig.ca/content/dam/ig-wealth-management/en/public-sites/ig/documents/commentaries/ig-q1-2026-market-review-explainer-en.pdf

If you know someone trying to make sense of markets right now, this is a helpful place to start.

Wealth means different things to different people. For some, it’s financial independence. For others, it’s peace of mind...
04/15/2026

Wealth means different things to different people. For some, it’s financial independence. For others, it’s peace of mind, flexibility, or the confidence to support what matters most. The definition is personal, the planning should be too.

Getting started is easier than you think. Book a meeting with us online at our link in bio or click here: https://www.foxrevettassociates.com/contact-us





The latest episode of The Living Market Podcast is out now: Economy and earnings looking sturdier than market suggests.H...
04/14/2026

The latest episode of The Living Market Podcast is out now: Economy and earnings looking sturdier than market suggests.

Headlines make corrections feel like collapses, but what does the data actually show? Philip Petursson, Chief Investment Strategist at IG Wealth Management, separates market mood from underlying reality. He explores how falling stock prices in the face of rising profit expectations create a better setup, shares surprising strength from major airlines reporting their best booking weeks ever and explains why the economy looks sturdier than investor sentiment suggests heading into earnings season.

▶️ Click here to listen to the latest episode: https://www.foxrevettassociates.com/podcasts
Subscribe. Like. Share this episode.

The housing market today is fundamentally different than it was just a few years ago.Interest rates, affordability, and ...
04/10/2026

The housing market today is fundamentally different than it was just a few years ago.

Interest rates, affordability, and supply dynamics have reshaped how you need to think about homeownership, mortgage renewals, and real estate investing.

The key question is no longer just “what rate can I get?” it’s “how does this decision fit into my overall financial plan?”

Join us for an upcoming webinar:

📅 Thursday, April 23, 2026 | 🕐 6:00 pm ET
🔗 Register now: https://event.on24.com/wcc/r/5283318/E3BAA94420024C602C5571DD51F539FB?partnerref=RO106AudreyFoxRevett





Wealth planning goes beyond the numbers. We start by understanding your life, priorities, and long-term vision and then ...
04/08/2026

Wealth planning goes beyond the numbers. We start by understanding your life, priorities, and long-term vision and then build strategies that connect financial decisions to what you want your wealth to accomplish.

For more information, contact us via our website: https://www.foxrevettassociates.com/contact-us





When goals are clearly defined, financial decisions become more intentional, coordinated, and confident.Getting started ...
03/25/2026

When goals are clearly defined, financial decisions become more intentional, coordinated, and confident.

Getting started is easier than you think. Book a meeting with us online at our link in bio or click here: https://www.foxrevettassociates.com/contact-us





**New Episode: Looking at inflation through a Canadian lens.The Bank of Canada held rates steady this week, but the tone...
03/20/2026

**New Episode: Looking at inflation through a Canadian lens.

The Bank of Canada held rates steady this week, but the tone of its statement revealed something important about the inflation challenge ahead. Philip Petursson, Chief Investment Strategist at IG Wealth Management, examines why raising rates during a period of oil-driven supply shock could do more harm than good. He explains how higher oil prices act as a tax on consumers, why the Canadian economy is already showing signs of fatigue and what this means for the probability of rate cuts before year-end. Plus, he shares insights on how a potential policy divergence between Canada and the U.S. could pressure the loonie toward the lower end of its projected range.

To listen on Podbean, click here: https://thelivingmarket.podbean.com

Available on Apple Podcasts, Spotify, Podbean and Amazon Music.
Like, share, subscribe.







Wealth evolves as life changes. As complexity increases, the focus often shifts from accumulation to coordination. Manag...
03/18/2026

Wealth evolves as life changes. As complexity increases, the focus often shifts from accumulation to coordination. Managing assets, protecting what you’ve built, and ensuring decisions align with long-term intent are all drivers in our planning philosophy.

Getting started is easier than you think. Book a meeting with us online at our link in bio or click here: https://www.foxrevettassociates.com/contact-us





Come visit Audrey and Denise at the 1st Annual Aurora Women's Expo.
03/15/2026

Come visit Audrey and Denise at the 1st Annual Aurora Women's Expo.

Address

17345 Leslie Street, Suite 300
Newmarket, ON
L3Y0A4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 8:30am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

https://www.instagram.com/foxrevett_private_wealth, https://www.linkedin.com/in/aud

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