Company Summary

Foster Asset Management, established in 2012, is a wholly owned subsidiary of Foster & Associates Financial Services Inc., established in 1994, with its Head Office located in the downtown Toronto business district at 372 Bay Street, Suite 1100.

Foster Asset Management is registered in Ontario as a Portfolio Manager with the Ontario Securities Commission (OSC) and provides discretionary portfolio management services to high-net-worth individuals, family offices and small to medium sized institutions

Source: Foster Asset Management Inc.

Unique Value Proposition

Our approach to investments is, first, to ascertain the individual client’s comfort level and realistic performance expectations for his or her portfolio. The second component of our portfolio approach is to be selective. Whether it is fixed income or equities, our aim is to out-perform the appropriate index. The primary way we do this is to invest in the most under-valued fixed income areas and, for equities, only those sectors of an economy which offer the best potential for growth.

Our corporate mission at Foster Asset Management is to treat each client and their portfolio individually, tailoring the portfolio to their individual comfort level and performance expectations. We then ensure that the portfolio managers are in regular communication with our clients to explain how financial market conditions are affecting their portfolios.

Source: Foster Asset Management Inc.

AUM ($Bil)

0.4

Year Founded

2012

Key Personnel

Christopher Foster, CEO
Nishant Patil, CFO
Karen Parente, VP Operations

Address

372 Bay Street, Suite 1100
Toronto ON
M5H 2W9

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