Fundata Canada Inc. recognizes investment funds demonstrating consistent, outstanding risk-adjusted performance 

TORONTO, February 6, 2026 – Foundation Wealth Partners Inc. (“FWP”) is pleased to announce that our Foundation Wealth Income Pool has earned a FundGrade A+® Award for the second year running. 

"This award reflects the exceptional work of our Investment Management team," said Mark Ting, Partner and Portfolio Manager at FWP. "Receiving this distinction underscores our focus on disciplined investment strategies and our commitment to delivering strong outcomes for our clients." 

The Foundation Wealth Income Pool provides investors with monthly income through an active covered call strategy and selective cash-covered puts—designed to capture premiums while maintaining exposure to market upside. 

The FundGrade A+® Award, presented by Fundata Canada Inc., is an objective, quantitative ranking system that evaluates funds using established performance metrics including Sharpe, Sortino, and Information Ratios.  

“We are thrilled with this recognition are honoured to be recognized among Canada’s top-performing investment firms,” said Evan Cohen, Head of FWP. 

At FWP, award-winning investment performance is built on the same foundation as our platform: independence, ownership, and a commitment to putting clients first. Our advisor-ownership model, combined with a robust portfolio management tech stack and an entrepreneurial approach, ensures that portfolio managers have the freedom and resources to deliver exceptional results. 

For more information about FWP and how our platform empowers advisors to build enduring practices, visit foundationwealth.ca. 

About Foundation Wealth Partners 

Foundation Wealth Partners is a boutique, technology-enabled portfolio management firm registered in Canada serving affluent individuals, family offices, corporations, private pensions, and trusts. Our turnkey platform provides portfolio managers with true independence and the tools to elevate the client experience. Through operational efficiency, dedicated support, and firm ownership opportunities, we enable advisors to build their practices on their terms—while focusing on what matters most: their clients. 

Foundation Wealth Partners has offices in Vancouver, Calgary, Kamloops, Salmon Arm, Toronto, and Oakville. 

• Fund name: Foundation Wealth Income Pool

• CIFSC category: Global Core Plus Fixed Income 

• Number of funds in the category: 327

• FundGrade start date: 2020-12-31

The Foundation Wealth Income Pool is a Canadian investment fund; Foundation Wealth Partners LP is the sub-adviser on the fund; Purpose Investments Inc. is the Portfolio Manager and Investment Fund Manager. Performance is not guaranteed; past performance may not be repeated. 

The FundGrade calculation date for the awards is December 31, 2025. 

FundGrade ratings are subject to change every month. 

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. The indicated rate[s] of returns are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.  

About the Fundata FundGrade A+® Awards 

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. 

Performance for Foundation Wealth Income Pool for the period ended December 31, 2025 is as follows: 5.68% (1 year), 5.93% (3 years), 1.93% (5 years), N/A (10 years), and 3.24% since inception (March 2020). 

 
Media Contact 
Hayley Suchanek 
hayley.suchanek@kaiserpartners.com