Business Details
24 Years
experience
Trusted Financial Advisers in Ottawa
At Foundation PWM, we are dedicated to empowering clients to achieve their financial goals through personalized wealth management strategies. Our team of experienced professionals combines deep industry knowledge with a client-centric approach, prioritizing long-term relationships built on trust and transparency. With expertise in financial planning, investment management, and insurance solutions, we help individuals and businesses navigate complex financial landscapes. Our commitment to continuous education ensures we stay ahead of market trends, delivering tailored advice that aligns with each client's unique circumstances. We specialize in creating comprehensive plans that address both immediate needs and future aspirations, from retirement planning to intergenerational wealth transfer.By maintaining rigorous ethical standards and focusing on clear communication, we aim to be a reliable partner in our clients' financial journeys. Our Ottawa-based practice serves clients nationwide, leveraging technology to provide seamless access to our services. Recognizing that financial well-being extends beyond numbers, we emphasize holistic planning that considers personal values and life goals. Through regular reviews and proactive adjustments, we ensure our clients' portfolios remain aligned with evolving market conditions and personal circumstances. Our mission is to simplify financial complexity, enabling clients to focus on what matters most to them.
Services
Financial Planning
Wealth Management
Investment Management
Insurance Solutions
Health Spending Account
Details
- Year established: 2002
Highlights and features
- We offer a team approach combining wealth management and insurance expertise
- Our advisors hold advanced designations like CIM and CFP
- We provide customized solutions for complex financial situations
- Our transparent reporting ensures full visibility into all transactions
- We prioritize client education to support informed financial decisions
What people say
Professional and knowledgeable team
Creative financial solutions
Transparent reporting processes
Personalized investment strategies
Long-term client focus
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve life goals through strategic asset allocation and risk management. We analyze current financial status, future objectives, and market conditions to develop comprehensive plans addressing retirement, education funding, and estate planning. With ongoing portfolio reviews and adjustments, we ensure clients stay on track despite changing circumstances.
Wealth Management
Wealth management combines investment expertise with holistic financial planning to grow and protect client assets. Our approach considers tax efficiency, intergenerational transfer, and liquidity needs while maintaining appropriate risk levels. Through regular performance reporting and strategy updates, we help clients navigate market volatility and capitalize on emerging opportunities aligned with their financial objectives.
Insurance Solutions
Our insurance services provide tailored risk management strategies to safeguard against life's uncertainties. We offer life, disability, critical illness, and long-term care coverage options that integrate with overall financial plans. By assessing individual needs and family circumstances, we design protection strategies that maintain financial stability during unexpected events while optimizing tax advantages.
People
Mark Sherboneau
Managing Partner | Wealth Management
BBA, CIM, FCSI designations with over a decade in financial services. Specializes in advanced investment strategies and personalized financial planning for sophisticated clients.
Brett Stott
Partner | Insurance Advisor
CFP candidate with expertise in integrated planning solutions. Manages firm operations and client reporting while providing specialized insurance advisory services to complement wealth strategies.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, estate planning, education savings, tax optimization, and risk management tailored to individual client needs.
How do you work with clients remotely?
We use secure digital platforms for portfolio access, virtual meetings, and document sharing while maintaining regular in-person communication as preferred by clients.
What insurance products are available?
We offer life, disability, critical illness, and long-term care insurance solutions integrated with overall wealth plans to protect against financial risks.
How are investment decisions made?
Decisions combine market analysis with client-specific factors including risk tolerance, time horizon, and financial goals through our team-based investment approach.
