Advice-only · Flat-fee · Conflict-free

Financial planning built for your arc.

Conflict-free financial planning, from a team that actually knows you — so every big money decision gets made in your interest, and no one else's.

01

Advice, not products.

We don't sell investments or earn commissions. The advice is all we're paid for — so it's all we have reason to get right.

02

One flat fee.

One clear price, agreed up front — never a percentage of your savings. You always know exactly what you're paying for.

03

A team that knows you.

The same planners learn your history and your goals, and stay with you as life gets more complex — so you never have to start over or explain yourself twice.

What clients say

Advice that finally feels like advice.

"We had five accounts and no idea if we were on track. Foundry turned it into one plan we actually understand — and showed us a drawdown order that saves us five figures a year in tax."
R. & S. Tran, Vancouver · approaching retirement
"They told me I didn't need to move my investments or pay them a percentage. First time financial 'advice' actually felt like advice."
M. Caron · cross-border family

Let's see if it's a fit.

No pitch. No obligation. A conversation about where you are, where you're headed, and whether Foundry makes sense for you.