Bespoke wealth management, proven strategies

With resolve and time-tested principles, we partner with people, families, and businesses to build and preserve a financial legacy.

FWP Apex

6th Avenue, Suite 161

Kamloops, BC V2C 2B4

(250) 574-1801

kamloops@foundationwealth.ca

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Wealth management that fits you

Tailored to you, your family, and your business, our flexible, values-based strategies build a strong financial foundation. Our experienced team is committed to exceptional service, with expertise in:

Customized for you, your family, and your business, our flexible strategies strengthen your financial foundation with a values-based approach to wealth management. Our proven team is committed to client services excellence specializing in:

Portfolio mangement

Streamlined portfolios built from the bottom up and top down with only the highest conviction investment selected for their leadership from an array of lenses to grow and protect your wealth.

Retirement planning

Design a robust, personalized roadmap to ensure financial independence and peace of mind.

Tax & insurance planning

Optimize wealth preservation by working with your Foundation Wealth financial planning professional (CFP®/PFP®) and in-house insurance experts through strategic tax minimization and comprehensive insurance solutions tailored to your needs.

Business succession

Seamlessly transition your business with meticulous planning to protect your legacy and maximize value.

Philanthropic endeavours

Amplify your impact with structured giving plans that align with your values and create lasting change.

Estate planning

Safeguard your family’s future with customized plans that ensure your wealth endures for generations.

Our team

Performance focused, with proven track records, we target client-focused, best-in-class strategies to secure your financial future.

Community is at the heart of our practice

We’re all about building connections that matter. Explore how we engage with community, share knowledge, and grow together through collaboration and shared experiences.

A few points to consider before agreeing to open up The Bank of Mom and Dad

Mark Ting says money can cause family tensions so tread carefully before helping their children buy a home, parents should consider whether it's truly affordable for them to do so.