Foundation Private Wealth Management

Foundation Private Wealth Management Helping people in the Ottawa area through the various stages in their financial life.

Wealth management plans must be built on a foundation of mutual trust and experience. Our management approach is based on a clear understanding of our clients’ unique circumstances and priorities. We define clear goals for their future, select best-in-class portfolio managers and develop tailored portfolios to help clients meet their goals. We also believe that wealth management goes far beyond po

rtfolio construction and any wealth management plan must have a tax-effective withdrawal strategy to ensure clients get the most out of every dollar saved. Our clients benefit from a comprehensive wealth planning program that considers all aspects and stages of life, including retirement, death or disability, philanthropic goals, estate planning or sale of a business.

Our office will be closed on Monday August 3rd for the holiday. Have a happy and safe long weekend!
07/31/2026

Our office will be closed on Monday August 3rd for the holiday.

Have a happy and safe long weekend!

If you own a business, this post is for you.To find out how you can offer your employees the best health benefits, conta...
04/21/2026

If you own a business, this post is for you.

To find out how you can offer your employees the best health benefits, contact us at:
[email protected]

03/25/2026

Here are some of the reasons why people who are single still sign up for life insurance.

- To cover final expenses

- They have debt that they'd like paid off rather than their executor being forced to sell assets

- They own a business and want to protect its ability to continue to operate

- They want to grow their wealth

- They want to apply while they are young and healthy for the best coverage

Still not convinced?

Many times people choose to get insured for peace of mind. Knowing that no one, especially family members like elderly parents, will have to worry about how to pay for their final expenses, should the worst happen unexpectedly.

If you would like to know more about any of these points, please reach out to us as we love answering these questions.

https://www.foundationpwm.com/home




If we've said it once, we've said it a thousand times: acquiring life insurance is one of the most important things you ...
03/12/2026

If we've said it once, we've said it a thousand times: acquiring life insurance is one of the most important things you can do if you have people depending on you financially.

We are always happy to answer any questions you might have about it. It’s really not as scary a process as many think.
Contact us at:
[email protected]
613-228-8810
Www.foundationpwm.com

Merry Christmas from our families to yours! Cheers!Brett & Mark
12/25/2025

Merry Christmas from our families to yours!
Cheers!
Brett & Mark

Last insurance post of 2025! We always have been and always will be passionate about helping people protect their loved ...
12/18/2025

Last insurance post of 2025!

We always have been and always will be passionate about helping people protect their loved ones should the worst happen.

No one should have to rely on a GoFund me to pay for funeral expenses or to support the loved ones left behind.

It takes less time than you think to apply and it is important to us to find our clients the best solution with fees that work within budgets.

We understand that it is a busy season right now, so maybe the first step is just making a note to circle back to in the new year.

When you're ready, we will be here!




"My wish for you is that this life becomes all you want it to." If you're a parent here are some reasons why you should...
08/27/2025

"My wish for you is that this life becomes all you want it to."

If you're a parent here are some reasons why you should want life insurance:

- You want to leave an inheritance

- You want to pay for final expenses

- You want to pay for kid's education

- You want your family's standard of living to stay the same or be better

If you have dependants of any kind the importance of life insurance cannot be stressed enough.

To find out more or to contact us with any questions about this visit:
Www.foundationpwm.com



Throwing it back to this time last month, when my son and I spent some time up north in Kangirsuk, QC helping run a Tae...
08/12/2025

Throwing it back to this time last month, when my son and I spent some time up north in Kangirsuk, QC helping run a Taekwando camp for the kids up there.

It was such an eye-opening experience, awesome bonding time, and amazing opportunity to have fun and share our Taekwando skills with a bunch great kids!

I even learned a few things too… like flying up north and back can be tricky, peanut butter sandwiches can make for a great treat, how special life in the North is, and how tough and resilient the communities are up there.

- Brett




Address

460 W Hunt Club Road Suite 204
Ottawa, ON
K2E0B8

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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