Meet your future partners

As the founder, Jeff has more than 25 years of experience in wealth management. He brings insight, passion, and proven expertise to lead the company. Jeff was previously at TD Wealth and Ameriprise Financial.

J-F is responsible for business development, partnerships, and investments & trading across Purpose Unlimited. He has 30 years of wealth management experience and was previously at RBC and Manulife.

Dave Nugent is responsible for the advisor experience and growth. He was part of the founding team at Wealthsimple and a former advisor at RBC Dominion Securities.

Stephane has over 20 years of experience in product development and leadership and oversees the technology direction for PAS.

Matt develops new ideas and initiatives that positively impact the industry, pushing us all forward by creating connection points that will fill gaps within the industry and help to deliver a better experience.

Marlo has extensive experience leading teams to provide informed legal, regulatory, reputational and operational solutions to businesses.

Tyler is the Chief Financial Officer of Purpose, in addition to being responsible for the firm’s broader corporate strategy.

Emily is responsible for the business strategy and customer relationships for the advisor platform. Emily has over a decade of experience in Financial services and was previously with CIBC and TD.