Our Partners

Geoff is a forward-thinking portfolio manager with 15 years of experience. A Chartered Financial Analyst (CFA®), he helps clients understand their financial options and navigate the path ahead with clarity, blending deep market insight with a practical, client-first approach to long-term success.

Michael has 17 years of experience in financial planning and portfolio management. A former hockey player, he combines discipline, attention to detail, and innovation to drive client success. He leads a collaborative team and holds CIM®, FCSI®, and PFP® designations, balancing work with a passion for adventure.

Matthew has over 15 years of experience working with families and business owners, specializing in integrated wealth planning and investment management. His approach is highly personalized, focusing on each client’s unique goals. Matthew is a CFA® charterholder and Certified Financial Planner® professional, and is based in Calgary, Alberta.

Mathew has over 10 years of experience delivering tailored wealth planning advice. He is passionate about helping families solve their unique financial challenges with clarity, compassion, and integrity—bringing comprehensive solutions and personalized strategies to help clients achieve their goals through every stage of life.

Kevin has 20 years of investment management experience, offering comprehensive, client-focused advice. A Chartered Investment Manager (CIM®) and Life Insurance licensed professional, he builds trusted relationships and helps individuals, families, and business owners with prudent investment strategies and holistic wealth planning solutions tailored to their unique goals.

Mark is a founding partner of Foundation Wealth with over 20 years of investment experience. An award-winning portfolio manager, entrepreneur, and real estate investor, he empowers families to navigate financial challenges confidently. Mark is also a trusted financial voice in the media and an active community mentor.

Rod brings 30 years of experience and a background as a professional athlete. Known for discipline, commitment, and steady leadership, he takes a goal-driven, client-focused approach—helping clients navigate their financial futures with clarity, care, and the entrepreneurial spirit he brings to every relationship.

Leanne has over 30 years of experience in wealth management and has partnered with James Pelmore for more than 25 years. A Certified Financial Planner® professional, she is passionate about helping clients gain clarity, achieve their financial goals, and transition confidently from working life to financial independence.

Rachel brings nearly 20 years of experience in the wealth management industry and oversees the day-to-day administration of the business. Known for her responsiveness, attention to detail, and commitment to service, she ensures a seamless client experience and keeps everything running smoothly behind the scenes.

James has over 30 years of experience helping individuals and families achieve their financial goals. A founding wealth management partner at Foundation Wealth, he offers integrated advice and solutions to business families, with a strong commitment to client success, community support, and professional excellence.

Cherelle has nearly a decade of financial industry experience and is passionate about delivering tailored wealth strategies. A strong client advocate, she combines precision with care, ensuring exceptional service. Outside the office, she enjoys Brazilian Jiu-Jitsu, outdoor adventures, gardening, and traveling with family values at heart.

Dezlyne brings 15+ years of expertise in client relations, corporate administration, and operations. She delivers tailored, strategic solutions with professionalism and precision. Her diverse background enables her to anticipate client needs, navigate complex processes, and foster lasting relationships built on trust, integrity, and personalized financial stewardship.

As a Manager of Private Client Services, Brodie brings his passion for wealth management and supporting clients with him to FWP Apex. He blends his background in aviation and the oil & gas industry with financial expertise to deliver exceptional client engagement, simplified strategies, all while fostering strong teamwork in the office. He balances his work life with his love for adventure which includes skiing, golf, and water sports.

With 20+ years of experience in the financial industry, Lisa is calm, organized, and client-focused. She supports estate planning, special projects, and corporate account work while ensuring the team runs smoothly. Lisa builds lasting client relationships through professionalism, dedication, and a commitment to exceptional service.

Brett brings the discipline, teamwork, and focus developed as an Olympic athlete to his work in private wealth administration. He takes a thoughtful, client-first approach, ensuring every client feels heard, supported, and confident, while building strong, lasting relationships based on trust, respect, and personalized service.