Your dreams are the vision. Your wealth plan is the blueprint. This is the foundation for reaching your lifelong dreams.

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Commitment to safeguarding your wealth

At Foundation Private Wealth Management our priority is to ensure the security of the assets entrusted to us. We are proud of the affiliate network we have developed for our clients.

 

FPWM Securities 

FPWM Securities is the organization that licensed IIROC advisors at Foundation Private Wealth Management work through such that they can deliver a high level of service.  Focusing on client goals through FPWM Securities, we implement the investment side of the planning strategies that have been identified by each and every client.  FPWM Securities and its advisors are licensed through Aligned Capital Partners an IIROC member dealer. 

 

Investment Industry Regulatory Organization of Canada (IIROC) 

IIROC carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of dealer firms and their registered employees and through setting and enforcing market integrity rules regarding trading activity on Canadian equity marketplaces. To fulfill our mandate as a national self-regulatory organization, we must act with integrity, transparency and fairness. http://www.iiroc.ca

 

 

Aligned Capital Partners 

Aligned Capital Partners was created specifically with the independent financial planner in mind. Our firm is built on the foundation of unmatched industry experience, innovation, and “out of the box” style solutions designed solely for the benefit of the independent thinking, client-centric, and professional advisor.  Aligned Capital Partners Inc. as our licensing dealer monitors all investments transactions and completes regular audits to ensure the highest standards are maintained. http://www.alignedcapitalpartners.com

 

B2B Bank Securities Services Inc.

B2B Bank Dealer Services is one of Canada's largest carrying dealer organizations providing account administration, clearing and settlement, and reporting services to independent dealers, advisors and individual investors across the country.

B2B Bank Dealer Services is a family of mutual fund and investment dealers providing account administration, clearing and settlement, and reporting services to independent dealers, advisors and individual investors across the country.

B2B Bank Dealer Services has more than 30 years of experience serving Canada's investment community, helping Canadians build and manage their wealth.

Comprised of three firms:

  • B2B Bank® Financial Services Inc.
  • B2B Bank® Securities Services Inc.
  • B2B Bank® Intermediary Services Inc.

Together we deliver a wide range of investment products and services to more than 300,000 investors through our association with over 150 dealers and 27,000 independent advisors from coast-to-coast. https://b2bbank.com/dealerservices/about/

 

IDC Worldsource Insurance Network Inc. 

IDC Worldsource Insurance Network Inc. (IDCWIN) is dedicated to setting the benchmark for service excellence.

We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.

By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities.

IDCWIN is a company with a sound and stable history; from our firm beginnings in Guardian Capital Group Limited in 1962, we have grown to serve over 2,000 insurance advisors, who sell products from all major life insurers and have over $1.5 billion in segregated fund assets under administration. https://www.idcwin.ca

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