Company Information

Get to know Foundation Wealth Partners

Founded in 2012, Foundation Wealth Partners is an employee-owned, independent wealth management firm based in Canada. The company was established by a group of senior investment advisors seeking to create a firm free from the conflicts of interest inherent in larger, bank-owned institutions. Their mission is to provide unbiased, client-centric financial advice, acting as fiduciaries to help families, professionals, and business owners navigate life's financial transitions. They offer a full suite of services including investment management, financial planning, estate planning, and insurance solutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Foundation Wealth Partners

Canada

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.