Business Details
48 Years
experience
Your Trusted Financial Partner in Halifax
Established in 1978, Foxgrove Benefits Consulting has been guiding Nova Scotians through financial complexities for over four decades. Our independence from product-specific affiliations allows us to deliver unbiased, comprehensive solutions tailored to individual and business needs. Utilizing the Fox Formula, we simulate real-world scenarios to create personalized financial roadmaps that prioritize long-term security.Our team of Certified Financial Planners combines technical expertise with a commitment to community, ensuring clients receive both strategic guidance and ethical service. We specialize in bridging gaps in retirement planning, insurance coverage, and business succession strategies, with a proven track record of helping clients achieve measurable financial improvements.
Services
Group Savings Plans
Life Insurance
Retirement Planning
Key Person Insurance
Buy/Sell Agreements
Disability Insurance
Corporate Asset Transfer
Estate Planning
Tax Planning
Salary Continuation
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of experience in financial planning and insurance solutions
- Our team consists of CFP-certified professionals with deep local market knowledge
- We implement a patented Fox Formula for personalized financial roadmapping
- We provide 24/7 personalized customer support for urgent financial inquiries
- Our independence ensures unbiased advice aligned with client best interests
Associations and certifications
- Certified Financial Planner (CFP)
What people say
Outstanding service
Thorough analysis
Personalized financial plans
Tax savings expertise
Long-term trust
Services
Group Savings Plans
We design comprehensive group savings solutions that help businesses attract talent while securing employees' financial futures. Our plans combine employer-employee contributions with tax advantages, offering flexible retirement and insurance options tailored to organizational needs. Clients benefit from customized structures that align with both corporate goals and workforce well-being.
Key Person Insurance
This critical coverage safeguards businesses against financial losses from key employee death or disability. We implement policies that provide liquidity for recruitment costs and operational stability, ensuring business continuity. Our solutions protect Nova Scotia companies' investments in essential personnel through customized coverage amounts and terms.
Retirement Planning
Our CFP-certified advisors create personalized retirement roadmaps that maximize income security. We analyze individual circumstances to implement RRSPs, corporate pension plans, and tax-efficient withdrawal strategies. Clients receive ongoing portfolio management and adjustments to ensure financial goals are met throughout their retirement years.
Corporate Asset Transfer
This tax-efficient strategy enables business owners to transfer locked-in corporate assets to shareholders or estates without triggering immediate tax liabilities. We structure solutions that optimize capital distribution while maintaining investment growth potential, ensuring smooth intergenerational wealth transfers for Nova Scotia businesses.
Estate Planning
We develop comprehensive estate plans that minimize tax burdens and administrative complexities for beneficiaries. Our approach combines wills, trusts, and insurance products to protect assets and ensure client wishes are honored. Clients receive guidance on probate avoidance and intergenerational wealth transfer strategies.
People
Aaron MacDonald
Owner & Certified Financial Planner
Graduate of Saint Mary's University with over 20 years of experience in financial planning. Specializes in personalized client solutions and community development initiatives.
Jarrod Francis
Financial Advisor
Combines English and Education degrees with 10+ years of financial advisory experience. Known for exceptional client communication and follow-up processes.
Questions
What makes Foxgrove Benefits Consulting different from other financial advisors?
Our independence from product-specific affiliations allows unbiased advice, while our patented Fox Formula ensures personalized financial roadmaps tailored to individual circumstances.
How do you help businesses with succession planning?
We implement buy/sell agreements and key person insurance solutions that ensure business continuity during ownership transitions or unexpected personnel losses.
Can you assist with both personal and business financial needs?
Yes, we provide integrated solutions for individuals and corporations, including retirement planning, insurance coverage, and tax-efficient asset transfer strategies.
What experience do your advisors have?
Our team includes Certified Financial Planners with over 40 combined years of experience serving Nova Scotia businesses and individuals since 1978.
How do you approach investment planning?
We analyze individual risk tolerance and financial goals to create diversified portfolios, regularly reviewing and adjusting strategies to maintain alignment with client objectives.
