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Foundation Wealth Partners Announce Calgary Expansion

This post was originally published on this site
[June 29, 2021]

Foundation Wealth Partners (Foundation Wealth) are excited to welcome Rod Walsh and Mathew McDowell to its growing roster of top-tier wealth management professionals. Rod and Mathew will together form Foundation Wealth Partners – Calgary, the firm’s first office in Alberta. Rod and Mathew join Foundation Wealth after having previously worked as a wealth management team at a major independent advisory firm.

“Clients deserve the utmost in service and transparency,” says Rod Walsh, who joins Foundation Wealth as a Partner. “Mathew and I feel that by joining Foundation Wealth, we can deliver on our promise to offer the best experience for our clients.”

Foundation Wealth Partners CEO Jeff Gans spoke to how the firm can help advisors elevate their value. “We launched Foundation Wealth Partners to allow advisors to take back control of their practice and offer their clients a better digital experience. od and Mathew have developed outstanding relationships with their clients and joining Foundation Wealth will allow them to continue to grow and strengthen how they help clients achieve their financial goals.”

Mr. Gans also noted that while the Calgary team represents another major milestone in the firm’s growth, there is still plenty more that is planned for the future. “With Foundation Wealth structured in a way that facilitates advisor independence and allows them to drive the direction of the firm, we truly believe that we can help to raise the bar for the quality of advice offered in Canada.

About Foundation Wealth Partners

Foundation Wealth Partners is an advisor-led, independent wealth management firm that works with affluent individuals, family offices, corporations, private pensions and trusts. Foundation Wealth offers a turnkey solution (including real estate and compliance oversight) for Portfolio Managers who are looking to make the leap towards independence. Partners receive ownership in the firm as well as dedicated onboarding and operational support during their transition. Foundation Wealth’s digital platform increases operational efficiency and gives advisors the autonomy to manage their practices to best meet the needs of their clients and their business. Foundation Wealth Partners has offices located in Vancouver, Oakville, and Calgary.

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