Pick the plan, know the price before you start, and pay for the complexity of your situation — never a percentage of your portfolio. Renewals keep your plan current and your planner on call. No commissions, no trailers, no surprises.†
For a more straightforward picture — a single household, a clear retirement-income or drawdown plan, kept current with a yearly review.
Your complete financial plan across every part of your life, built over 4–6 weeks and kept current year-round.
For business owners and cross-border families — multiple entities, real estate, and the coordination it all demands.
Family wealth, multiple corporations, trusts, a cross-border estate that needs its own team — above a certain level of complexity we scope the work and quote a single flat fee for it. Same advice-only principles, always agreed before we start, and never a percentage of your assets.
We don't sell or manage them — and that's the point. You keep your own accounts wherever you like; we tell you, in plain terms, how to set them up and what it's costing you. Advice you can trust precisely because we don't earn a cent from the products.
† Prices in CAD and illustrative for this preview. Foundry's flat fee covers planning and advice only — we don't sell or manage investments, hold custody of your assets, earn commissions, or take any percentage of your money.
Adjust the sliders. See the trajectory. Explore what small changes do over twenty years. It's a back-of-envelope version of the math we'd do properly in your Blueprint.
Want these numbers done properly? Enter your email and we'll send a one-page read on your trajectory — and what a full Blueprint would change.