As a passionately independent boutique investment firm, Foster & Associates has the freedom to explore solutions that are outside of the box.
We aren't tied to a list of specifically approved stocks, or related party investments and mutual funds. We tailor your portfolio to you for the most effective solutions – no robo-advisors here!
Through our independent team of experienced Investment Advisors, we offer both individual Advisory Services and Portfolio Management. We listen to what you want to achieve and then we show you the most effective ways to reach your goals.
Our personalized and responsive service means that we're just a phone call or email away.
F&A 2019-Q3 Quarterly Report
F&A 2019-Q2 Quarterly Report
FosterIQ 2018-Q2 Quarterly Report
25 Years of Helping Canadians
Reach their Financial Goals
Foster & Associates is an independent employee-owned firm.
The company is a member of the Investment Industry Regulatory Organization of Canada (IIROC), the Canadian Investor Protection Fund (CIPF) and the Investment Industry Association of Canada (IIAC). Foster & Associates uses National Bank Financial Inc. (through its National Bank Independent Network division) (“NBIN”), as their carrying broker.
Our Head Office is located in the heart of Toronto's Financial District. In addition to Ontario, the firm is a registered Investment Dealer in the provinces of Quebec, British Columbia, Alberta, Manitoba and Nova Scotia.
Foster & Associates uses National Bank Financial Inc.as its carrying broker for trade execution.
Please click here to download the National Bank Financial Inc. best execution policy.
As a member of Investment Industry Regulatory Organization of Canada (IIROC) you can refer to the IIROC Advisor Report for more information on any of our Investment Advisors.