|[May 27, 2021]|
Foundation Wealth Partners (Foundation Wealth) are pleased to welcome our new, Oakville-based advisor team, Foundation Wealth Partners – Oakville. Partners Geoff Dunlop, Ron Visser, Kevin Shao, and Rachel Neale, will join Foundation Wealth after having previously worked as a private wealth team at a major Canadian bank.
The Oakville team’s decision to join Foundation Wealth was driven by a desire to match their entrepreneurial drive with a firm that is committed to raising the quality of advice delivered in Canada. Foundation Wealth’s turnkey business model positions our Partners to run an effective, efficient, and independent practice on a platform that is advantaged by technology. By providing support in areas such as operations, compliance, and real-estate, our partners can shift their focus on the relationships and strategies where their value is most impactful.
“Independence was incredibly important to us”, says Geoff Dunlop, a Partner and Private Wealth Manager with the Oakville team. “Operating independently allows us to deliver on the experience we promise to our clients. We are responsible for implementing investment strategies and providing advice that will allow our clients to achieve financial prosperity and see them transfer their wealth to the next generations. We are beholden to these families, and with their success s our priority, we grow. This is an incredible opportunity for us to realize our own potential; unrestrained and able to execute in a timely and effective manner. “
Foundation Wealth Partners CEO Jeff Gans also shared his enthusiasm over the announcement. “Partnering with a team that has the experience and entrepreneurial drive that Geoff, Ron, Kevin and Rachel bring is extremely exciting for us. Their commitment to providing integrated wealth planning to High-Net-Worth families aligns perfectly with the excellent service we wish to provide, and we look forward to working alongside them to deliver innovative solutions that meet the needs of their clients.”
Mr. Gans also commented on how he believes Foundation Wealth Partners is positioned for success in the evolving Wealth Management landscape in Canada. “Canadian Advisors are looking for more choice and control in how they deliver their client experience. Foundation Wealth has the digital technology and operational platform to manage the transition to independence and support our partners as they pave the way towards setting a new standard for advice in Canada. The Oakville team represents a significant milestone in the continued growth of Foundation Wealth Partners.”
Foundation Wealth Partners is an independent wealth management firm comprised of like-minded partners who work predominantly with affluent individuals, family offices, corporations, private pensions, and trusts. A leading technology platform, patient capital, and a turnkey business model allows partners to run their practices independently while receiving support from the partnership in areas such as operations, administration, compliance, and real-estate.
Partners receive equity ownership in the firm (recognized annually), succession assurance, and financing for business growth and acquisition. Foundation Wealth provides a dedicated onboarding team, operational support and revenue guarantees to Partners in transition. Foundation Wealth Partners has offices located in Vancouver, Toronto, and Oakville.
Foundation Wealth Partners can be reached at email@example.com
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