Investing is one piece of your financial life — and the piece we don't touch. We focus on everything around it: tax, retirement, your corporation, your estate, and the big one-time decisions. We add each piece the moment it starts to matter.
The Foundry Blueprint — your single source of truth, refreshed as life moves.
Personal, corporate, and the coordination between them. Quarterbacked with your CPA.
The when, the how much, and the order you draw down to minimize lifetime tax.
RSUs, ESPP, options, founder stock — a plan to diversify and de-risk without a surprise tax bill.
Wills, trusts, beneficiaries and gifting — coordinated with your estate lawyer.
Independent review of life, disability, and critical illness. No commissions, ever.
Salary/dividend mix, holdcos, IPPs, corporate surplus strategy, succession.
US stock options, T1135, a green-card spouse, or a move south — coordinated across both tax systems, never guessed at.
Most financial plans are a binder that's out of date the day you get it. Yours is the opposite: one always-current picture of where you stand, what to do next, and whether you're on track for the life you want — there the moment you want to look.
See what your Blueprint looks like. It starts with a conversation. Get started
Send us your current setup — what you hold, what you're paying, where your accounts sit. We'll send back a written, honest read: what's working, what's quietly costing you in fees or tax, and where your plan has gaps. If Foundry can help, we'll say so. If you're already in good shape, we'll tell you that too — we've nothing to sell you either way.