Private wealth services firm welcomes a new advisor from a major Canadian bank
Foundation Wealth Partners has expanded both its headcount and geographical reach with a new private wealth manager joining the tech-enabled portfolio management firm.
The new office is in Kamloops, marking the firm’s first in the Thompson Okanagan region of British Columbia and the second in the province. The firm also has offices in Toronto, Vancouver, Calgary, and Oakville.
Michael Lynn is the new leader of the Kamloops office, joining Foundation Wealth from the private wealth division of a leading Canadian bank where he was a portfolio manager.
“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.”
Foundation Wealth Partners launched in 2019 to provide advisors a turn-key solution to establish and manage their own independent businesses.
“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.”
Lynn added that autonomy was a big part of his decision to move firms to go independent.
“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.”
