01
It starts with the plan.
Your goals come first. We map the plan, then build and manage everything around it: investments, tax, retirement, estate. Every part of your financial life pulls in the same direction.
Foundry is an independent, full-service wealth firm. We bring your plan, investments, tax and estate into one coordinated strategy, looked after by one team across the whole arc of building and managing wealth.
Are you a financial advisor? Foundry for advisors →
Your goals come first. We map the plan, then build and manage everything around it: investments, tax, retirement, estate. Every part of your financial life pulls in the same direction.
Privately held and independent of any bank or product maker. No sales quotas and no in-house product we're paid to push. Your interests set the agenda, every time.
Your financial life will keep changing: more income, a business, a sale, a family, retirement, an estate. Foundry is built to adapt with you, so the firm that knows your whole story is still the right one decades from now.
Building and keeping wealth in Canada has long meant a compromise: go it alone on an app, or hand it to the same kind of firm your parents used. Foundry is the one built for now: independent, full-service, and made to grow with you.
Fine while things are simple. But once life gets complicated, you're on your own, with no plan and no one to call.
Built for a different era: a product to sell and a once-a-year review. Personal, perhaps. But rarely connected, and slow to keep up with a modern life.
Independent and full-service. Investments, tax, estate and family decisions made together, from one living plan. The personal touch of the old world, without the silos.
Foundry is also built for exceptional advisors: a modern platform to grow your practice and, when the time is right, a thoughtful home for the clients you've spent a career serving. Independence, modern technology, and real support, without the bureaucracy.
Bring your clients onto a platform that handles investments, planning, technology and service, so you grow faster and spend your days on the clients you love.
A fair valuation for your life's work, liquidity on your timeline, and the certainty that the people you've looked after stay in good hands.
Foundry is a full-service, independent wealth firm. We start with a financial plan built around your life, then manage your investments and coordinate everything around them: tax, retirement, estate, business and equity comp. One team looks after your whole financial life, not just a portfolio.
Individuals and families across the arc of building and managing wealth, from professionals whose finances have grown complex (equity compensation, a business, cross-border) to families who've already built substantial wealth and want it looked after properly. Across Canada, with offices in Vancouver and Toronto.
An app stays shallow once life gets complex. A bank or big firm often puts its own product and shelf first. Foundry is independent and full-service, with one team that knows your history rather than whoever's assigned this quarter, and nothing it's paid to push.
Yes, and it's built around your plan. We manage a low-cost, evidence-based, tax-aware portfolio for you, with access to carefully chosen alternatives where they fit. You always see exactly what you own, why, and how it's tracking toward your goals.
That's the idea. Your needs will evolve: a business, a sale, retirement, an estate, the next generation. Foundry is built to adapt with you, so you're never starting over with a firm that doesn't know your story.
Yes. Foundry is a home for advisors who want to grow their practice on a stronger platform, and a natural succession partner for those planning their next chapter. See Foundry for advisors.
There's no pitch here. Just a conversation about where you are, where you're headed, and whether Foundry is the right firm for the long run.