Ben Foster

Ben Foster

Senior Investment Advisor




A comprehensive approach to building and protecting wealth



(780) 460-3562

Office Location

10088 - 102 Avenue NW Suite 2400 Edmonton, AB T5J 2Z1. map

Beginning my career in equity research at an international brokerage firm, I have spent the last 20 years helping high-net-worth families and business owners in the St. Albert and surrounding communities reach their personal and financial goals. Raised in St. Albert, I work and live in the community alongside my wife and two children. I am active in sports, love to travel and give back to my community as a member of the St. Albert Cosmopolitan Club. I hold a Bachelors degree in Commerce from the University of Alberta and the CERTIFIED FINANCIAL PLANNER™ certification offered by FP Canada.






B Comm - University of Alberta

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

The Planning Process

Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.

Our unique discovery process uncovers the values behind your personal vision of success.

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.