What We Offer
Your financial journey is unique—and so is our approach. At Foisy Forsey Wealth Advisory Group, we believe your goals deserve more than generic advice. That’s why we deliver customized strategies designed to support every dimension of your financial life.
Tailored Investment Management
We provide tailored investment advice built around your unique financial goals. Our team takes the time to understand your priorities and risk tolerance, then recommends high-quality investment options. We focus on building diversified portfolios that emphasize long-term value, consistency, and alignment with your overall wealth strategy. Every recommendation is backed by thorough research and a commitment to transparency—ensuring your investments reflect your needs, not market noise.
Strategic Financial Planning
Think of your financial plan as a living blueprint—one that adapts as your life evolves. Whether you're preparing for retirement, navigating career changes, or facing complex decisions, we work alongside you and your trusted advisors to build a plan that reflects your priorities. Our team also brings deep tax knowledge to ensure your contributions and withdrawals are optimized for long-term efficiency.
Corporate Investment Solutions
Managing investments within a corporate structure requires precision. We collaborate directly with your accounting professionals to create tax-smart strategies for corporate investing and withdrawals. Our experience with private corporations and professionals allows us to deliver solutions that support both business growth and financial resilience.
Insurance Strategies
Insurance is more than protection—it’s a planning tool. Our licensed team offers solutions tailored to your life stage and financial objectives. Whether you're securing short-term needs, planning your legacy, or offsetting estate taxes, we provide both personal and corporate insurance strategies. For high-net-worth families, insurance can be a powerful way to grow and preserve wealth tax-efficiently.
Estate and Trust Planning
Preserving your legacy requires more than just a will—it demands a thoughtful, well-structured plan. Through our partnership with BMO Trust, we offer professional estate and trust services designed to ensure your wishes are carried out with care and precision.
Whether you're navigating complex family dynamics, minimizing tax exposure, or planning for generational wealth transfer, our team works closely with BMO Trust professionals to deliver solutions that reflect your values and priorities. From trust administration to executor services, we help simplify the process and reduce the burden on loved ones during difficult times.
With deep experience in managing estates of all sizes and complexities, BMO Trust provides the expertise and continuity needed to protect your legacy and ensure your intentions are honored—now and in the future.