On a mission for independence.

Helping the best advisory and portfolio management teams in Canada.

About us

We help advisors and portfolio managers achieve independence by making it easier to own, service clients, and grow a business. We believe the future of advice needs smarter technology and fewer barriers to ownership so that everyone can make better financial choices.

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Where we are

Our clients are some of the most ambitious firms in Canada. We have the expertise, backing, and scale to tackle the challenging but necessary work of building and connecting everything our advisors, portfolio managers, and clients need to succeed. It's not just about moving money around – it's about creating long-lasting value.

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Where we need to be

We're using our team's expertise, the global reach of our investors, and the quality of how we operate to power the future of the advisor-client relationship for the next 100-years. The opportunity is massive, and the time to change the financial industry in Canada is now.

Our strategic investors

From the beginning, Purpose Financial has supported us. With the backing of institutional investors like OMERS, the global insurance giant Allianz, we have the capital and conviction to make a swift and lasting impact on Canadian financial services.

Our leadership team