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.

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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.

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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.

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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.

 

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