Mark Sherboneau Bba, Cim, Fcsi, Ris Email & Phone Number

Ottawa, Ontario, Canada

Licensed Portfolio Manager with FPWM Securities of Aligned Capital Partners Inc.

Ottawa, Ontario, Canada

Foundation Private Wealth Management is an independent wealth management firm founded in 2009. We provide advanced wealth, retirement and investment solutions for higher net worth clients and owner/manager businesses professionals. Our corporate philosophy is one of wealth protection and estate preservation. Our principles reflect the highest ethical and professional standards. We couple this with outstanding, personalized customer service to set a confident course for the future.

Foundation Private Wealth Management (Mutual Funds provided through FundEX Investmetns Inc.) is an independent wealth management firm founded in 2009. We provide advanced wealth, retirement and investment solutions for higher net worth clients and owner/manager businesses professionals. Our corporate philosophy is one of wealth protection and estate preservation.Our principles reflect the highest ethical and professional standards. We couple this with outstanding, personalized customer service to set a confident course for the future.

Founded in 1995, FundEX Investments Inc., a national mutual fund dealer added a new spin to the mutual fund industry by launching a flat fee dealership specifically designed to satisfy the needs of the successful advisor. Since then, FundEX has grown to become one of Canada’s largest mutual fund dealerships by maintaining its core principles of valuing and encouraging the independence of financial advisors in Canada. This simple and unique concept has flourished and has positioned FundEX as one of Canada’s best dealerships. FundEX proudly supports over 600 financial advisors across Canada and administers over 12 billion in assets. Our goal as a mutual fund dealer is to partner with high caliber advisors with outstanding reputation and provide them with a truly independent model that grants them control over their business and the tools necessary to further enhance their practice. FundEX is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc., a life and health insurance company whose origins date back to 1892. The fourth largest life and health insurance company in Canada, Industrial Alliance contributes to the financial well-being of over 3 million Canadians, employs over 4,400 people and administers and manages approximately 95 billion in assets.