You know what client experience you want to deliver; at Foundation Wealth you are at the center of the relationship and can manage your client relationships how you want. As an independent advisor, develop your own external partnerships and bring in the specialists that best meet the needs of your clients.

FWP is owned by partners for partners. Our PMs join us as partners and independent business owners, where each advisor has a voice in the direction of the firm and work to help each other build out their businesses. Reduce the bureaucracy and become an owner that can drive decisions and strategy of the firm. Your ownership is driven by the size of your practice and growth, so the value you create goes directly to you and is not redirected to others.

As a partner at Foundation Wealth you share in the profitability of the firm, the decisions you make impact your bottom line and compensation. Your practice is yours to operate. Partners determine their own income and expenses and how best to service clients. As an equity owner, you participate fully in the upside of the firm – and have a say in the decisions that drive it. All partners have a voice – a Partnership Agreement defines governance of administration.

Building long-term equity in your most value able asset – ensure you capture the long-term benefits of your business. Your business is incorporated, allowing you to benefit from a more favourable tax structure, the small business capital exemption and managing your retained earnings. As an independent business owner, you can maximize value without someone limiting your practice and you can efficiently structure your business to ensure you take home what you deserve. You benefit from valuing your firm on AUM vs. AUA – which will drive long term valuation of your practice. Financing and support from our partners can further help create value by supporting succession planning and practice acquisitions.

At FWP, you will experience a difference you’ve only hoped for until now. From day one with our robust, digital transition support, we provide the tools to improve your service model. Through our partnership with Purpose Advisor Solutions we have access to innovative and leading-edge technology to manage your business; CRM, digital account management and onboarding, D1G1T Portfolio Management, Financial Planning and other software. Client onboarding is a digital experience from KYC, IPS, account opening and transfers. We help you streamline your practice, with automated work-flows and portfolio management tools working at the household level. With a strong executive management team in place, Partners are not hindered with the day to day management issues of the firm. You’re free to do you what you do best, which is relationship management, delivering advice and services where you can be your very best.

As an independent advisor, you are best positioned to deliver better service, at a better price for your clients in a conflict-free environment. As the Portfolio Manager you manage your investment strategy and product choice with our open architecture platform; building your own portfolios or leveraging experience of other partners. We help you develop the best options for clients while helping to manage margins and efficiency so you can deliver cost -effective advice.

Our partnership with Purpose Advisor Solutions offers a dedicated and experience management team to ensure continued investment in the platform. We’ve built a collaborative business model that empowers you to offer high-touch, informed advice and services to your clients – with an intelligent, client service focused digital platform. You’ll enjoy the autonomy and infrastructure you need to deliver your best work, while benefiting from the investment advantages of a larger organization. With investment support from Purpose Financial, Torquest and OMERs there is support to invest in building out the firm.