At Foundation Private Wealth Management, we are committed to helping our clients reach their financial and life goals. We believe a team approach to managing wealth is the most effective method to provide clients with the attention required to be successful as each team member works in their area of expertise to deliver the best solutions and service.
Mark graduated from Bishop's University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM(R)) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.
Mark graduated from Bishop's University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM(R)) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.
Services
With over three decades of collective experience, Ottawa-based Foundation Private Wealth Management serves over 150 families, business owners, and professionals. We help our clients navigate through the different stages of their financial lives, ensuring each client experiences, with confidence, a seamless transition from accumulation to retirement and beyond.
It is refreshing to deal with a financial services company that matches performance with personality. Through regularly scheduled meetings and blog posts that are always informative and well-written, Mark Sherboneau and his team at Foundation PWM, demonstrate a desire to relate to their clients as people.
A Canada Revenue Agency approved method to provide medical, dental and vision benefits in a tax efficient manner. A corporation can write off 100% of the costs related to its HSA. All expenses reimbursed are tax-free to the employees. MyHSA provides a broader range of items that a typical insurance plan won't cover.
Our role is to develop a comprehensive wealth management plan for each client and to identify areas requiring specific external expertise. Where we feel such expertise is needed, we work with your current and trusted accountant, lawyer, actuary and other professionals. We can also call on our diverse network of external professional consultants for the expertise required to create and implement your unique wealth management plan.
Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.
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