SHARI FOSTER, CFP, RRC, CDFA, CPCA, CHS, Senior Financial Consultant, at Shari Foster & Associates, IG Wealth Management, Kitchener, ON
SHARI FOSTER
In today’s fast paced world, managing one’s finances can often take a backseat. But what if you had a trusted partner to help you navigate the complex world of financial planning? Welcome to Shari Foster & Associates – IG Wealth Management.
Shari is passionate about providing financial direction for people in a methodical, practical, and sometimes even lighthearted way. Shari is a CERTIFIED FINANCIAL PLANNER® professional who has been in the financial services industry since 1994.
She holds the Certified Professional Consultant on Aging, Registered Retirement Counselor, Certified Divorce Financial Analyst and Certified Health Insurance Specialist designations. She is also highly involved in her community and sits on the Board for Community Care Concepts of Woolwich, Wellesley, and Wilmot.
Shari’s success in developing long-lasting client relationships is founded in shared values, a thorough understanding of her clients’ goals, and a keen desire to earn their trust and confidence. While Shari’s process works for everyone, she and her team specialize in providing tailored financial solutions to families, tech sector professionals, and women striving for financial independence.
For Families
Shari understands that every family is unique, and so are their financial needs. Some are planning for retirement or securing their family’s future with life insurance. Others are managing inter-generational wealth transfer, or perhaps the transfer or sale of the family business. Her holistic, personalized approach is designed to protect people’s legacies and help them achieve their family’s long-term objectives. Her support includes ensuring next generation financial education and planning, along with financial literacy and legacy conversations.
For Tech Sector Professionals
Working in the tech sector often means dealing with volatile income streams, stock options, and unique tax situations. Shari has many clients employed across all facets of the technology sector and is well versed in the specific challenges that tech professionals face. Her understanding of how to navigate these unique compensation structures means she helps clients maximize their money by working with them to organize their finances, manage investments, define and prioritize goals, plan for major life events and/or early retirement, protect loved ones, and mitigate taxes. Her expertise helps to create a successful long-term strategy that is unique to what’s important to each client and their unique situation.
For Women
Shari strongly believes in empowering women to take control of their financial future. Whether you’re a working professional, a stay-at-home mom, or planning for retirement, her holistic approach is designed to help you achieve financial independence and build a secure and prosperous future.
Shari’s commitment to providing personalized, holistic, comprehensive financial planning sets her apart. She believes in building long-term relationships with her clients, and her team is dedicated to helping you achieve your financial goals. With their expertise, you can rest assured that your financial future is in safe hands.
Here’s what some of Shari’s clients have to say:
“My husband and I are so thankful to Shari for not only helping us through our investment and retirement journeys but also for guiding our children as they begin their own paths to financial stability. Shari has taken the stress out of financial planning and because of her support we have been able to enjoy our retirement without worry. Her assistance during a difficult time was priceless and we always appreciate her professionalism and kindness. It truly is a family affair as we have extended family in Shari's capable hands as well. We highly recommend Shari at every opportunity.”
L. Mursic, Retired, Client since 2020
“I can’t thank you enough for helping us get on the path to success. The weight that has been lifted off our shoulders is really something. I used to spend a few hours each week stressing over how to do this – even stressing over getting started. You and your team made everything so simple, and you are all nothing short of amazing. I’d like everyone to have the opportunity to experience the peace of mind that comes with the client friendly process you’ve built and the results you deliver.”
C. Connor, Operations Manager, Client since 2020
“Shari has been extremely helpful, wise, and professional in helping me work through great changes in my financial position. Shari’s holistic and well rounded approach to finance allowed me to achieve my dreams without undue stress. Thanks to Shari’s ability to listen and apply her great understanding of personal wealth management, I feel that Shari and I are a team working together on my future. I have referred Shari to my in-law’s family and her expertise has proven great results in their lives too. Several of my friends have also had wonderful results working with Shari. I highly recommend her.”
L. Dennis, Director of Compliance, Client since 2013
Gary Milakovic is a veteran writer with more than a decade in the public sector and corporate communications. He has covered a wide spectrum of topics and his work has been featured by large and small organizations across Canada. Gary is passionate about communication, his writing often focuses on uncovering the “story behind the story.”
SHARI FOSTER, CFP, RRC, CDFA, CPCA, CHS,
Senior Financial Consultant, at Shari Foster & Associates,
IG Wealth Management
4295 King Street East
Kitchener, ON N2P 2C6
519 - 886 - 2360
