Dedicated to Excellence
With over three decades of collective experience, Ottawa-based Foundation Private Wealth Management serves over 150 families, business owners, and professionals. We help our clients navigate through the different stages of their financial lives, ensuring each client experiences, with confidence, a seamless transition from accumulation to retirement and beyond. We offer a wide range of financial solutions and planning strategies for all market cycles, bringing both a personal and practical approach to protecting and growing wealth. We are committed to providing objective advice in a multi-disciplinary manner to present and future generations of clients.
With us you can expect:
Solutions based on your values and priorities, balanced with all other aspects of your financial life, and continually monitored to ensure clarity and confidence.
Trustworthiness, integrity, and expertise that will help to protect and grow your wealth.
Open and transparent communication regarding the markets, your plan, and all the products we offer.
Objective and impartial advice explained in a clear, jargon-free manner to allow you to make appropriate and informed decisions.
Proactive follow-up with external resources (e.g. accountants, lawyers), to ensure all strategies are progressing as expected.
Wealth Management Philosophy
Wealth management plans must be built on a foundation of mutual trust and experience. Our management approach is based on a clear understanding of our clients’ unique circumstances and priorities. We define clear goals for their future, select best-in-class portfolio managers and develop tailored portfolios to help clients meet their goals.
We also believe that wealth management goes far beyond portfolio construction and any wealth management plan must have a tax-effective withdrawal strategy to ensure clients get the most out of every dollar saved. Our clients benefit from a comprehensive wealth planning program that considers all aspects and stages of life, including retirement, death or disability, philanthropic goals, estate planning or sale of a business.
We truly take care for our clients. We don’t just look at their financial affairs - we look at their lives.
- Mark Sherboneau
Securities are provided by FPWM Securities of Aligned Capital Partners Inc