Overview

Foundation Wealth Partners

Information by Research TrustFinance

https://foundationwealth.ca/

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.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service