Toronto, ON – April 6, 2026 — Foster Family Office today announced the appointment of Philip Marion as Chief Investment Officer, reflecting the continued evolution of the firm’s integrated approach to managing wealth for Canadian families.
The Foster Family Office Group is built around a clear objective: helping families secure, preserve, and transition wealth across generations. While investment management is a core component, the firm’s approach extends well beyond portfolio returns—encompassing risk management, tax and estate planning, and long-term family governance. Our role is to coordinate all aspects of a family’s financial life—not just manage investments.
“Philip’s appointment reflects the continued maturation of our Family Office platform,” said Christopher Foster, Chief Executive Officer. “Our responsibility is not just to grow capital, but to protect it, structure it properly, and ensure it supports each family’s long-term goals. Philip brings the discipline and perspective required to deliver on that mandate.”
As the first employee of the Family Office Group, Philip has been instrumental in shaping the firm’s investment philosophy and infrastructure. With experience across equities, fixed income, and alternative assets, he has helped build portfolios designed to navigate market cycles while supporting broader financial and estate planning strategies.
“I’m honored to step into this role,” said Philip Marion. “Our focus has always been on helping families make sound long-term decisions—avoiding unnecessary risk while maintaining exposure to growth. Investments are one part of that equation, and I look forward to continuing to strengthen how they integrate with the broader needs of the families we serve.”
Foster Family Office distinguishes itself through independence, alignment, and a fully integrated advisory model. The firm does not manufacture proprietary products; instead, it sources best-in-class opportunities and incorporates them within a holistic framework that prioritizes capital preservation, tax efficiency, estate structuring, and legacy planning.
About Foster Family Office
Foster Family Office provides high-net-worth families with a comprehensive, integrated approach to wealth management. By combining institutional-quality investment strategies with thoughtful planning and risk management, the firm helps families simplify complexity, protect capital, and sustain prosperity across generations. Foster Family Office is a division of Foster & Associates Financial Services Inc.
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