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About
Investment PhilosophyTOP
At Foundation Private Wealth Management, our primary investment objective is to achieve long term growth. Within our long term growth objective, the preservation and protection of our client’s hard earned wealth is paramount. Our portfolio construction process considers each individual investment decision with respect to how it integrates and delivers measurable value within the overall portfolio. Ultimately, it is this asset allocation process that we believe plays the defining role in achieving these objectives.
As a firm, we bias towards a value management style as we believe that superior risk-adjusted returns will be achieved over time through this investment management style. We also believe that active management philosophy can further enhance returns and as such, we look to identify and integrate top portfolio managers who have shown a consistent ability to out-perform their relative benchmarks. We typically exclude portfolio managers who have accumulated excessive assets as we do not believe that they are able to consistently outperform their relative benchmarks.
Finally, we actively monitor the investment climate from a Canadian perspective to verify that our portfolios remain properly allocated. Our recommendations are continually monitored to confirm they are meeting expectations and maintaining integrity.
Mark SherboneauTOP
Mark Sherboneau is the co-founder and President of Foundation Private Wealth Management. Mark provides advanced wealth, retirement and investment solutions for higher net worth clients and owner/manager businesses professionals.
Mark gained substantial experience in the financial services field while working at Devries Financial Group. At Devries, Mark served in a number of areas over his seven year tenure. Before leaving Devries Financial Group to start Foundation Private Wealth Management, he served as Vice President. In this role he was responsible for managing a number of the firm’s clients and was the lead on a number of corporate initiatives.
Mark is a graduate of Bishop's University having completed a BBA concentration in finance and a minor in philosophy. He also holds the CIM designation (Canadian Investment Manager).
Mutual Funds provided through FundEX Investments Inc.
Brett StottTOP
Brett Stott is co-founder of Foundation Private Wealth Management.
Brett gained valuable experience working on both the administrative and investment research and analysis aspects of the business at Devries Financial Group and has continued to build on that experience with Foundation. He is a member of the Investment Review Committee and handles execution of investment trades and building client reports. Brett brings enthusiasm, dedication and excellent analytical skills to his role.
Brett is currently designated as licensed assistant for investments and holds a life insurance license. He has completed the Canadian Securities Course and is currently working toward a Canadian Investment Manager (CIM) designation.
Mutual Funds provided through FundEX Investments Inc.
Hope ChuchinnawatTOP
Hope graduated from Carleton University with a B.A. (Economics). Immediately after graduation, Hope worked with a national investment firm as a financial consultant where he gained both industry and client experience.
He is a CFP® professional and a member in good standing with Advocis and FPSC. He is also working diligently to obtain the CLU designation.
Hope focuses his practice on working with entrepreneurs, professionals and business owners as he has been greatly influenced by his family’s very successful business and has a passion for working with these unique individuals. With this life experience, he understands the value of financial planning for business owners, professionals and high net worth clients.
Hope brings a high level of professionalism, dedication and enthusiasm and he is a definite asset to our clients.
Mutual Funds provided through FundEX Investments Inc.
Lata CostelloTOP
The first voice you will usually hear when contacting Foundation Private Wealth Management belongs to Lata. She responds to calls and quickly directs your inquiries to the appropriate department. Lata can help you book appointments and will welcome you to our office when you visit and make sure you feel comfortable. Lata is a vital member of our client services and administration team, providing support to all aspects of our business.
Francine PaquetteTOP
With 13 years of experience in managing investments and providing financial planning advice to her clients. Francine joins us in the role of a financial planner and will continue to manage her client’s financial and planning goals.
Prior to entering the financial services industry Francine worked as a Registered Nurse for a period of 12 years. After working as a nurse Francine then decided to enter the financial services industry where she studied and earned her business administration diploma. From there she then went on to earn the financial service industries highest accreditation for financial planning, the internationally recognized Certified Financial Planner (CFP) designation.
Aside from Francine’s extensive professional career, she also managed to raise two boys, now both successful in their own rights. She loves to bike, kayak, camp and enjoy the great outdoor activities that are so prevalent in the Ottawa Valley.
