Foundation Wealth Partners Announces Expansion to Kamloops
17 Julio 2024 - 9:04AM
Foundation Wealth Partners (“FWP”) is proud to announce the
expansion of its private wealth services to the Thompson Okanagan
region of British Columbia with the opening of a new office in
Kamloops. Leading this expansion is Michael Lynn, a seasoned
private wealth manager who joins FWP after his tenure as a
portfolio manager within the private wealth division of a leading
Canadian bank.
Mr. Lynn’s decision to join FWP was largely driven by the firm’s
commitment to empowering advisors to deliver a higher standard of
advice by leveraging a combination of technological advancements
and strategic investment advice. FWP’s wealth management experience
allows advisors to gain autonomy in managing their practices in a
manner that best serves the interests of their clients. In
providing an infrastructure that facilitates smoother operations,
advisors can focus more on cultivating relationships while
delivering personalized financial advice that meets their unique
needs and goals.
“Joining this team felt like a natural progression for me,” said
Michael Lynn, Private Wealth Manager at FWP. “Their commitment to
independence and innovative technology to enhance client experience
resonated deeply with my own professional values.”
At the core of FWP’s principles is a strong belief in empowering
portfolio managers to deliver an exceptional client experience
while maintaining independence and autonomy. Partners at FWP are
offered more than just access to a platform; they are equipped with
the essential support and flexibility required to tailor their
approach.
“Autonomy is incredibly important to us,” added Lynn. “Operating
independently means that we can craft our own client experience; we
are responsible for making our own business decisions and have
flexibility in the way we run our practice.”
“The expansion into the Thompson Okanagan region is a
significant milestone for Foundation Wealth Partners,” said Jeff
Gans, CEO of FWP. “This will grant more residents across British
Columbia with the opportunity to access our comprehensive suite of
wealth management services while allowing us to share Michael’s
expertise and commitment to this client-centric service. His
alignment with our values and vision for growth makes him a perfect
fit for our team.”
For more information about FWP and its services, please visit
foundationwealth.ca.
About Foundation Wealth Partners
Foundation Wealth Partners is an independent, technology-enabled
portfolio management firm working with affluent individuals, family
offices, corporations, private pensions, and trusts. The turnkey
solution offered by Foundation Wealth provides portfolio managers
greater independence and a chance to improve the client experience.
The firm’s digital platform enhances operational efficiency and
gives advisors the freedom to manage their practices in the best
way possible to meet the needs of their clients and businesses.
Partners get ownership in the firm and receive dedicated onboarding
and operational support during their transition. Foundation Wealth
Partners has offices in Vancouver, Calgary, Kamloops, Toronto, and
Oakville.
Media ContactMia Palantzas
mia.palantzas@kaiserpartners.com