What our Clients are saying
I met James before he went into the business of Wealth Management. He was studying to follow in his father’s footsteps in the industry and that, along with his overall demeanour, impressed me. He has managed my portfolio well enough to put me in a position of comfort today, living mortgage free with an income that meets my needs well. In all my dealings, James has never, ”cost,” me anything. The returns from the investments and the level of risk were always fully discussed and explained to my wife’s and my own satisfaction. I have recommended James to other members of my family and friends with complete confidence and success. They, too , have benefitted well from his service and advice.
Peter G.
We have been under the financial care of Mr. James Pelmore for over 25 years, and all during that time have received his personal attention, as if we were his only clients.That said, he has met with us on a regular basis, has emailed us from time to time with both questions about our investments and advice as to our expenses, and more so now, as both my wife and myself are retired. Mr. Pelmore has shown through out this time his care for our personal well being, our financial well being and disbursing wisely to us the amounts requested or prearranged without fault. We believe his financial investment decisions have been well made, and motivated as to the degree of risk tuned in to our age and income abilities. No hesitation in our part in recommending him as a financial advisor.
Alex and Ana P
We have been clients with James, Leanne and Mark for over 25 years. Our modest portfolios being carefully managed within our risk tolerances, and to our complete satisfaction. We have followed James and the team over many decades, and their various firm associations, like Cartier Partners; Dundee Securities; and Hollis Wealth. And now, Foundation Wealth. The firms never being as important to us as the people. With laptops, smart phones and E-Doc's, the management of our money has only gotten easier since the 90's. While the tools have changed, the professional and responsive customer service has remained excellent.
Robert A & Carol S
I have been working with James and Leanne for many years and find their service exemplary. I remember meeting with James many years ago at PJ Burgers & Co when I had just started my career. James helped me start out on a path of saving and investing. Later, they helped my spouse and I with all our financial service needs from investments, savings and spending plans, RESPs, and retirement planning. They also gave valued advice on mortgages, insurance, accounting and an RDSP planner for our son with special needs. They are proactive and prepared and very knowledgeable but able to translate their financial acumen in a way that makes practical sense in our busy lives. I have reached out several times in a panic when I needed to talk through financing our house build or through the pension implications of a change in job. They are responsive and calm in a way that makes me feel confident in my financial decisions. I would highly recommend Foundation Wealth!
Carolynn S.
We are pleased to have this opportunity to celebrate the team of James Pelmore, Leanne Brothers and Mark Ting. ("The Team") My husband and I started out with James and Leanne upon the recommendation of a friend 24 years ago. We have been blessed in our association. We set financial goals with James and Leanne, and have exceeded those goals. We are happily, recently retired living “the dream” in comfort, with security and peace of mind, under the wise guidance of The Team. The Team provides the ultimate balance of professionalism: honour, integrity, and knowledge, to give personable, personal service at all times. After the death of family members on both sides of our families, there were issues with the estates. The Team gave us wise counsel. We were able to navigate difficult circumstances with order and reason. Our relationship with The Team has been a great asset to our lives and we are able to lead rich, fulfilling lives because of the intelligent work, wisdom and integrity of The Team. Any client would be fortunate to work with professionals such as James Pelmore, Leanne Brothers and Mark Ting.
Jennie M. and Allan D
James I think the big thing that you’ve always told me that stuck was to be patient and not overreact!! When the market crashed you said , hey this is a good time to buy.. you reassured us the world wasn’t about to blow up and you were right.. Glad we listened to your trusted advice !! As well your personal touch with issues like advising on power of attorney for my elderly Mother and having wills in place to me went above and beyond what someone over the phone would have done. Thank you for being a very good friend all these years!!
Frank S.
I have known James Pelmore for many years as he has managed our family portfolio through "thick and thin". I have been extremely impressed with the personalized service he and others in the troop have offered us, but perhaps the most impacting on all of us who have dealt with him, is how he offers advice, direction and market analysis without being overly prescriptive. I think this is important, at least from the perspective of allowing his clients to feel that they are making the final decision and have complete ownership in the investment "game." James and anyone else we have dealt with in connection with investment are extremely organized and professional.
Ralph F
Experience a refreshing new approach
to wealth management
Taking advantage of new digital technologies, combined with strong advice from top advisors, we provide a wealth management experience that ensure you feel on track to achieving all your financial goals.
No ask is too large, no question is too small.
What matters to you and your family is a big question. Answering it is key to creating a wealth strategy that will let you live the life you love today and tomorrow. That’s why we take the time, every time, to understand who you are, and what is important to you.
Make better decisions.
Contact us to learn how to feel more on track to achieve your financial goals.
How we can Help you
Retirement Planning
There are many factors to consider to ensure you don't outlive your capital – from your age of retirement to your sources of income to your desired lifestyle. Our comprehensive retirement plans bring clarity to this important phase of your life.
Estate Planning
Every family is unique, and so is every legacy. Working with your trusted professionals and family members, we help you develop an Estate Plan that reflects and honours your life, while providing certainty for distribution of your legacy.
Business Succession Planning
Retirement for business owners presents unique challenges. Whether you want to sell your business, transfer your business to your family, or evolve into a new role within your business, having a realistic plan in place is critical.
Philanthropic Endeavours
Deciding you want to give back is easy. Determining how you want to do it is more complex. We will help you define your philanthropic style and prioritize your causes so you can give intentionally and maximize your impact, now and for generations to come.
Institutional Consulting
Many of our team members have extensive experience working with institutional investors. Each of these relationships is highly customized, and could include portfolio design, manager due diligence and performance monitoring.
Insurance Planning
We conduct insurance policy reviews and evaluation, and draw on an unparalleled selection of solutions and products to structure programs. Our solutions can provide immediate liquidity for an estate tax need, to protect a business, replace an income in the event of death or disability, and more. Complex case planning involves a deep knowledge of corporate structures, taxation, life insurance capabilities and challenging medical or circumstantial underwriting capabilities – we have you covered.
