Shari Foster & Associates Wealth Management
Our team is focused on helping clients in the Waterloo, Ontario region and beyond to preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, charitable giving, and the unique requirements for navigating financial planning for individuals in the tech sector. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life - a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
Shari has been extremely helpful, wise and professional in helping me work through great changes in my financial position. Shari's holistic and well rounded approach to finance allowed me to be able to achieve my dreams without undue stress. Thanks to Shari's ability to listen and apply her great understanding of personal wealth management, I feel that Shari and I are a team and are working together on my future. I have referred Shari to my in-laws' family and her expertise has proven great results in their lives too. Several of my friends have also had wonderful results working with Shari. I highly recommend her.
- L. Dennis, Director, Compliance, Client Since 2013
Over the past 12 years, Shari has guided our family through the various stages of employment and life events with very positive results. She has set us all up for success with our varying goals in mind. Her strategic planning has ensured my husband and I will have a comfortable retirement plan. Our children are supported by Shari's intuitive knowledge for their financial gains and goals. I personally appreciate Shari's dedication to us and taking the anxiety of financial planning off our shoulders so that we can enjoy the rewards of her work. Shari brings her own life skills and experiences to the table to understand what we need from her.
- T. Lapointe, Retired, Client Since 2013
I can't thank you and your team enough for helping Sam and I get on the path to success, Shari. The weight that has been lifted off our shoulders is really something. I used to spend a few hours each week stressing over how to do this—even stressing over getting started. You and your team made everything so simple, and you are all nothing short of amazing. I'd like everyone to have the opportunity to experience the peace of mind that comes with the client friendly process you've built and the results you deliver!
- C. Connor, Operations, Client Since 2020