Purpose Advisor Solutions

Purpose Advisor Solutions is a wealth management firm based in Toronto, Canada, established in 2017. The company specializes in supporting independent financial advisors by offering a range of services, including practice management, consulting, business setup, and customized capital solutions. Purpose Advisor Solutions provides digital tools designed to enhance client engagement and streamline the operational aspects of advisory practices, ensuring successful transitions and ongoing development for financial advisors. The firm is managed by an experienced executive team that oversees its operations and services.

Jeff Gans

Founder, CEO and President

1 past transactions

Wealthsimple for Advisors

Acquisition in 2020
Wealthsimple for Advisors is focused on providing simple and insightful, technology-enabled solutions to advisors and financial planners. Wealthsimple provides investment, savings and tax services to more than one million Canadians.
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