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Foundry Wealth Group

Verified Job Source

Integrated wealth management and financial planning. Clear advice. Long-term thinking.

Winnipeg, Manitoba

Financial Services
1–10 people

About

At Foundry Wealth Group, we provide integrated wealth management and financial planning services to individuals, families, and business owners. Based in Winnipeg, we work closely and directly with our clients, taking a hands-on approach that emphasizes thoughtful planning and disciplined execution. Our philosophy is rooted in the belief that true wealth is forged with intention, expertise, and care. Your aspirations are the blueprint, and we collaborate to design strategies that protect, grow, and align your wealth with your vision and objectives. By developing a deep understanding of each client’s goals, values, and circumstances, we turn complexity into a disciplined planning framework that guides every decision. What truly differentiates Foundry is the depth of experience within our team. Our professionals include CFPs, CIMs, tax accountants, and specialists with tax and estate planning legal experience, along with decades of investment and insurance experience. Leveraging advanced planning technology, we deliver highly integrated, precise, and forward-looking financial plans. While many firms commoditize financial planning, we specialize in it—treating planning as the foundation that informs every investment and financial decision. Proudly affiliated with Assante Wealth Management, we are committed to building long-term relationships founded on trust, clarity, and disciplined decision-making. With confidence and care, we guide our clients through life’s pivotal moments so their wealth becomes a foundation for lasting success and purpose.

Open positions

Tax and Financial Planning Accountant

On-site · Winnipeg

The role involves preparing and reviewing personal and corporate tax returns while developing proactive tax-planning strategies. Additionally, the accountant will manage bookkeeping for owner-managed corporations and create comprehensive financial projections to help clients meet long-term goals.