Most Canadians get their advice from a bank or a firm that sells product, where the incentives quietly point one way. We built Foundry the other way around: independent, fiduciary, and privately held, with one team that manages your investments and plans your whole financial life around your goals, and nothing else.
Most wealth management in Canada was built to sell product: bank branches, opaque fees, binders that gather dust. We built Foundry the other way: an independent team whose only job is to understand your life and manage your money toward it, with the routine work handled in the background. This is what the next era of wealth management should feel like.
As a fiduciary, independent firm, your interests come first by design. No product maker, no parent bank, no one else with a cheque in the game.
Net worth, tax, retirement, estate: all mapped before any decision. Then we build and manage a disciplined, low-cost, tax-aware portfolio to serve that plan, and keep the two in step as life changes.
Your plan is built around your life, not a model off the shelf. And because we keep watch on the whole picture, we come to you when something needs doing: a market move, a deadline, a tax window. You're never the one who has to notice first.
Your financial life will grow more complex: corporations, real estate, estate, cross-border. We build for the long arc, so the firm that knows your whole history is still the right one twenty years from now.
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