Meet your future partners
Using our team's expertise, the global reach of our investors, and the quality of operations, we aim to power the future of the advisor-client relationship for the next 100 years.
CEO, Managing Partner
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.
President, Chief Client Officer
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.
Chief Technology Officer
Stephane has over 20 years of experience in product development and leadership and oversees the technology direction for PAS.
Head of Sales & Advisor Development
Jared is responsible for sales strategy and execution at PAS. A 15-year background in software sales has seen Jared work with some of the largest companies in the world.
General Counsel, Chief Risk Officer
Marlo has extensive experience leading teams to provide informed legal, regulatory, reputational and operational solutions to businesses.
Director, Advisor Experience
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.
Oliver is responsible for leading core functions at Harness Investment incl. strategy & execution, portfolio management, investments, trading, & operations.
Take the next step to true independence
Advisor Solutions by Purpose
© 2023 Advisor Solutions by Purpose
All Rights Reserved.