We are a team of servant leaders who build client relationships that ensure their financial security through stewardship.

FFM offers a team approach to its client service model. Our advisors have access to high level understanding on how to meet all aspects of our client’s financial needs. Whether it’s mortgage financing, investments, tax shelters, secured investments, debt elimination strategies, all of these services are offered under one unified umbrella.  

Our strategically proven system continues to be used by the financially successful. We work with our clients to determine their goals, chart their financial course and provide the necessary vehicles for fulfillment.

Our Mission is simple…Purpose Driven Finance. This Mission is fulfilled through 5 Easy Steps:

1. Closed Circle Budget (How much? What’s the Purpose? What do we do with the excess?)
   
2. Eliminate Debt (Mortgage & Consumer)
   
3. Tax Planning (Tax Loss & Tax Credit Programs)
   
4. Wealth Creation (Real Estate, Secured Notes, Resources)
   
5. Wealth Preservation (Universal Life & Retirement Compensation Arrangement)

Our Company

Foundation Financial Management believes in innovation. The financial industry is one of the oldest and most well respected industries in Canada. FFM sees itself as a unique player in the Canadian market; unique in the sense of fitting the product to the client not fitting the client to the product. FFM scours the market to find products that meet the changing requirements of Canadians.   

Foundation Financial Management believes in “The 6 Pillar Principles” of wealth creation:

1. A foundational belief in truth.
2. Have a defined plan that is attainable.
3. Use expert advice and knowledge.
4. Use financial leverage.
5. Think long-term.
6. Save or profit first, and then spend accordingly.

These principals, once understood and applied, lead to financial security not only for the current generation but for generations yet to come. This long term focus allows our clients to understand that what they do or don’t do today will create tomorrow. As we look at wealth creation, we must be multigenerational. FFM believes in the training of every generation, whether they are children, teens, young adults, adults or seniors.

We believe the world of finance is no different than that of a relationship, a career, or life itself, ups and downs are inevitable. FFM believes that one should always consider liquidity, security, management, inflation, diversification and tax treatment when it comes to finance.

We invite and welcome you to take a look at our company!