Family Investment Office
Financial solutions for Canadian families since 1994
Make your investments count
At Foster, we believe that everyone deserves access to meaningful wealth management. Whatever the size of your nest egg, a Foster advisor will work with you to craft your personal financial strategy. Choosing the right mix of investments for your portfolio will help you meet your financial goals, whatever they may be.
Open up your future
At Foster, our vision for your financial future is unlimited. Bank branches can only provide a narrow range of investment options. Foster gives you access to all the tools that the investment universe has to offer. Ask us to show you how a diversified portfolio can meet your goals, while working to protect your investments.
Get the benefit of expert advice
At Foster, we look at the bigger picture, starting with your financial plan. Based on your goals, we aim to maximize your potential growth by choosing the right investment vehicles and putting them in the right accounts (RESP, RRSP or TFSA), based on the potential tax consequences for each investment. Your plan can also include insurance and other estate planning tools. Whatever you need, we will always use most cost-effective way to do it.
“I have always had confidence in Foster to help me successfully navigate the market’s ups and downs, and they haven’t let me down.”
ALAN S., TORONTO, ONTARIO
Client since 1997
At 59, Briar Foster was a veteran portfolio manager and had been an executive at a number of Bay Street firms. Disillusioned with firms that put profits ahead of their client’s interests, he struck out on his own. His goal? To establish a truly independent investment dealer, with a laser focus on their clients’ best interests. More than 25 years later, Foster & Associates still follows that mantra, putting clients first.
Choose the right team
We believe that Foster is the perfect size – small enough for personal service, big enough to offer access to the full investment landscape. Need help? Our experienced team members are available by phone, ready to address your needs. With no middle management, our executive team keeps attuned to the things that really matter, by dealing directly with clients just like yourself every day.
You can count on Foster to be there for you.
Chief Executive Officer
Chief Executive Officer
Invest with Confidence
Member of the Investment Industry Regulatory Organization of Canada (IIROC)
Foster is a member of the Investment Industry Regulatory Organization of Canada (IIROC), which is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. IIROC holds its members to high ethical and professional standards, to help protect both investors and the capital markets.
Member of the Canadian Investor Protection Fund (CIPF)
Foster is a Member of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by CIPF within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.
Carrying broker: National Bank Independent Network (NBIN)
Foster & Associates has engaged business services from NBIN to help serve you as a client. NBIN services entail: Trading, Clearing (Delivery & Settlement of securities and assets), Segregation & Safekeeping of assets (Custodian), and Recordkeeping/Information services (Confirmations & Statements). NBIN is a division of NBF Inc. which is an indirect, wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a federally chartered Schedule A bank and public company listed on the TSX. NBF Inc. is a member of, and regulated by, the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. IIROC monitors each member’s business conduct was well as detailed ongoing assessments of its member’s monthly, quarterly and annual financial statements.