Excited to announce our expansion to the Thompson Okanagan region with a new office in Kamloops! We're pleased to welcome Michael Lynn, an experienced private wealth manager, to lead this initiative. Michael joins us from a leading Canadian bank, drawn by FWP’s commitment to advisor empowerment through innovative technology and strategic investment advice. His alignment with our values of independence and personalized client service makes him a great fit. This expansion is a significant milestone, enabling us to bring our wealth management services to more residents in British Columbia. Welcome, Michael! Looking forward to the growth ahead.
Foundation Wealth Partners
Financial Services
Toronto, Ontario 145 followers
A refreshing new approach to wealth management, guided exclusively by one shared vision: your success.
About us
Foundation Wealth Partners takes 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. Create wealth strategies that allow you to live the life you love today and tomorrow. Experience a refreshing new approach to wealth management.
- Website
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https://www.foundationwealth.ca/
External link for Foundation Wealth Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Wealth Management
Locations
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Primary
Get directions
1128 Yonge St
Toronto, Ontario M4W, CA
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Get directions
609 Granville St
Suite 610
Vancouver, British Columbia V7Y 1G5, CA
Employees at Foundation Wealth Partners
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James Pelmore
Partner at Foundation Wealth
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Rod Walsh, CIM® CFP®
Portfolio Manager and Partner at Foundation Wealth Partners LP
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Michiel Janssen
Chief Compliance Officer at Foundation Wealth Partners
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Mark Ting CFP®CIM®FEA
Partner and Portfolio Manager at Foundation Wealth Partners and CBC's Guide to Personal Finance on On the Coast
Updates
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We’re excited to send our warm wishes to Rod Walsh, CIM® CFP® as his son, Brett Walsh - who is a part of FWP’s Calgary team, heads off on an incredible journey with the Canadian Olympic volleyball team in Paris. At Foundation Wealth Partners and Advisor Solutions by Purpose, we believe in the power of courage, growth, and teamwork. As Brett and his teammates step onto the global stage, we know that their dedication, hard work, and unity will shine through. Here’s to achieving greatness and making Canada proud. Let’s all cheer on Brett and the team as they spike their way to victory! 📸 : Volleyball World #Growth #TeamSpirit #CanadianOlympicTeam #VolleyballCanada #PurposeUnlimited #FWP
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