Building wealth, together
We’re here to help you empower your financial future and are committed to your success.
Guiding your wealth: Our approach
We don’t believe in one-size-fits-all plans. By understanding your goals, concerns, and full financial picture, we create a personalized roadmap that reflects your needs and risk tolerance.
Your financial life has many parts. Our role is to bring them together into a clear, actionable plan. Foundation Wealth Partners offers comprehensive services, from retirement income to estate planning, to protect your wealth and uncover growth opportunities.
Retirement planning
Retire with confidence. We’ll help you build a strategy that ensures your money lasts. Mapping out timelines, income sources, and lifestyle goals for a secure, fulfilling retirement.
Insurance & risk management
Protect what matters. Your Foundation Wealth financial planning professional (CFP®/PFP®) will work with your portfolio manager to assess your current coverage, identify gaps, and recommend tailored solutions to safeguard your family, income, and business—so you’re prepared for life’s uncertainties.
Business succession
Your business is a major asset. Whether you plan to sell, transfer, or step back, we’ll help you create a succession plan that reflects your goals and maximizes the value of your life’s work.
Integrated wealth management
We connect the dots. Acting as your financial quarterback, we align your investment, tax, estate, and risk strategies into one cohesive, goal-driven plan.
Philanthropic planning
Giving should be meaningful and efficient. From setting up foundations to simple charitable giving, we’ll help you design a strategy that aligns with your values and amplifies your impact.
Estate & trust planning
Every legacy is personal. We work with your legal and tax advisors to create a plan that honours your wishes, minimizes taxes, and ensures your wealth reaches the people and causes that matter most.
Our team
At Foundation Wealth Partners, you’re supported by a passionate, experienced team with deep expertise in wealth, estate, and financial planning. We’re united by one goal: helping you and your family achieve lasting financial well-being.
Our team
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.
Learn from our independent thought leaders
We post updates weekly on market conditions, wealth management tools, and more. Stay up to date with wealth management.
Let’s start our wealth journey together
Book a call or send an email to get started
