If you’re reading this, you’re close. So close to making the best decision for your practice, your clients and your business.
It’s time to level up!
At Foster & Associates, we’re focused on the future of Wealth in Canada.
This is your invitation to join us there.
Fairness
80% payouts across the board, regardless of type of revenue. No desk fees, and no hearing “No”. Sell what you want with all revenue treated equally.
Integrity
We loathe the conflicts of interest that are widespread at the big dealers, so we don’t sell or manufacture proprietary products. You’ll always be able to keep your clients’ best interests top of mind.
Independence
Do you need alternatives, options, or private placements? We don’t mind if you do. Augment your business offering with Insurance and Financial Planning. It’s all here.
Transition Support
You’ll have a dedicated transition team leader, with multi-channel client onboarding to get you up and running quickly. Breathe easy.
Confidence
We are members of IIROC and CIPF and National Bank is our custodian. Give your clients the security and confidence they deserve.
Technology
Ramp up your practice and prioritize your client relationships with the best Portfolio Management front-end system available. Digital onboarding, cloud solutions, and paperless workflow.
Environment
Start a branch, or not. The choice is yours. If you need an office, you can rent one in our newly renovated location on the PATH in downtown Toronto.
stability
We’ve been serving Canadian families since 1994 and have stayed out of trouble through good markets and bad. We’re not going anywhere.
