Purpose Advisor Solutions

Purpose Advisor Solutions is a wealth management firm based in Toronto, Canada, established in 2017. The company specializes in providing services and digital tools tailored to the needs of independent financial advisors. Its offerings include business setup, customized funds, capital solutions, and practice management consulting, aimed at facilitating successful transitions and ongoing development within advisor practices. The firm is managed by an experienced executive team, ensuring comprehensive support for its clients.

Jeff Gans

Founder, CEO and Managing Partner

Oliver Yoon

Managing Director

1 past transactions

Wealthsimple

Acquisition in 2020
Wealthsimple Financial Inc. is a Toronto-based company that offers digital investment advisory services across Canada, including provinces and territories such as Ontario, British Columbia, and Alberta. Founded in 2014, the firm provides a range of financial tools designed to help investors grow and manage their wealth. Wealthsimple's primary offerings include an application that allows users to invest in diversified portfolios of exchange-traded funds and a hybrid product known as Wealthsimple Cash, which combines savings and spending features. The company serves over one million Canadians and is supported by a team of financial experts and technology professionals with experience from leading firms. In addition to its Canadian operations, Wealthsimple has offices in New York and London and operates as a subsidiary of Purpose Advisor Solutions Inc.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.