A Refreshing Take on Wealth Management

Focused on ensuring you achieve your financial goals; we utilize strategies from top advisors and take advantage of new digital technologies.

FWP Lakeshore Group

407 Iroquois Shore Rd, Unit 8

Oakville, ON L6H 1M3

(647) 905-0306

oakville@foundationwealth.ca

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Our approach to wealth management

Our team’s sole focus is on you and your success. Free from corporate biases, we offer personalized wealth management tailored to your needs.

Our team constantly evaluates new strategies and products to find best-in-class solutions that meet your needs, including:

Retirement planning

Ensure your financial security in retirement with a personalized plan by your Foundation Wealth financial planning professional (CFP®/ PFP®), tailored to your age, income sources, and lifestyle goals.

Insurance planning

Secure your future by working with your Foundation Wealth financial planning professional (CFP®/PFP®) and in-house insurance experts on comprehensive insurance solutions. From estate tax liquidity to business protection and income replacement, we offer expert advice to meet your needs.

Business succession

Prepare for a smooth transition from business ownership to retirement. Whether selling, transferring to family, or transitioning roles, our realistic plans ensure continuity.

Institutional consulting

Benefit from our tailored expertise in portfolio design, manager evaluation, and performance monitoring for institutional investors.

Philanthropic endeavours

Make a meaningful impact with your charitable giving. We help define your philanthropic goals and prioritize causes, maximizing the long-term impact of your gifts.

Estate planning

Craft a legacy that reflects your life and values. We collaborate with your family and trusted advisors to create a clear estate plan for the distribution of your assets.

Our team

Our team has a proven track record, over 50 years of combined experience, and a client-focused drive.

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.

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