At Foundation Private Wealth Management, we are committed to helping our clients reach their financial and life goals. We believe a team approach to managing wealth is the most effective method to provide clients with the attention required to be successful as each team member works in their area of expertise to deliver the best solutions and service.
Mark Sherboneau, BBA, CIM®, FCSI ®
Managing Partner | Wealth Management
Mark graduated from Bishop’s University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.
With over a decade of experience in the financial services industry, Mark helps clients determine how they can best meet their goals through dynamic financial planning and wealth management.
Partner | Insurance Advisor
Brett holds a life insurance licence and is registered in the Province of Ontario. He has completed the Wealth Management Essentials Course, Canadian Securities Course, and is currently working towards the Certified Financial Planner (CFP®) designation.
Brett brings an extensive background in investment research and integrated planning solutions to our clients’ wealth planning strategies. He also heads the firm’s operations, including trade executions and client reporting. He ensures the utmost transparency for all transactions and the accuracy of all information delivered to our clients.
Lata’s is the first voice you hear when contacting Foundation Private Wealth Management. With a focus on organizational efficiency and effectiveness, Lata provides vital support to our team members while ensuring that all of our valued clients feel welcome and comfortable when visiting our offices.
Our team approach encompasses all aspects and stages of our clients lives so they can
enjoy the benefits of their hard earned wealth.
- Brett Stott