Foundation Wealth Partners is re-envisioning wealth management
Enabling advisor excellence is what we stand for, and that’s what we deliver.
We are not your typical run-of-the-mill firm. We’ve built a collaborative business model that will empower you to offer high-touch, relationship management and sound advice to your clients – using the latest technologies in intelligent advisor digital platforms. You’ll enjoy the autonomy and infrastructure you need to deliver your best work, while benefiting from the investment advantages of a larger organization. We set high standards for the most sophisticated, HNW partners. By limiting the size of the partnership we ensure that we remain nimble and deliver on our client commitments.
We will help you streamline and simplify your practice so you can spend less time on paperwork and more time on what matters – your clients.
Gone are the days of high fees, regulatory hindrance, conflicts of interest and legacy technology. Foundation Wealth Partners is owned by the Partners, and contracts back office services, including the technology platform and custodian services, through a management services agreement.
The Foundation Wealth Difference
Work for the person who knows what’s best for your clients – you
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.
Join a team of advisors who care about who you are.
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.
Stop chasing the grid – and start chasing your dreams.
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.
Get tax and wealth planning for yourself – manage your business in a way that is best for you
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.
Does your firm help you be the best you can be? No - let us help show you a truly new path
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.
Deliver on your clients’ best Interests
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.
Receive Strong Financial and Operational Support from an established team
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.