Gary Hsu joined Purpose Advisor Solutions after more than 20 years working primarily in Wealth Management. He is a keen operator and is passionate about advancing the Advisor experience, especially given the ever-evolving advancements in digital technology. Gary’s knowledge of wealth operations and technology will help drive an innovative advisory platform underpinned by service quality and process excellence.
Gary has built a strong reputation of business and technology delivery throughout his career. Given the advancement in digital there is an exceptional opportunity for Purpose Advisor Solutions to provide a seamless advisor experience that will free up the burden of administrative activities and enable advisors to truly deepen client relationships. He is excited to provide advisors with the next generation of financial advice with simplicity, timely customized insights, and enhanced personalized client service.
Prior to Purpose Advisor Solutions, Gary spent 17 years with TD Bank, mostly in Wealth Management. One major role was overseeing the Project Office, Technology Strategy, Real Estate Branch Strategy, and Business Process Optimization for TD Wealth’s Advice National Office. He has gained a strong appreciation of the key pain points facing advisors as they focus on building successful businesses predicated on meeting the hopes, needs, and dreams of their client’s financial future. Prior to TD, he also worked for Mackenzie Financial, and Guardian Group, where he oversaw the delivery of a variety of mutual fund, pension, and advisory projects.
He holds an MA from the University of Windsor and an undergraduate degree from Carleton University where he graduated with High Honours.
Gary was born and raised in Toronto. He and his wife Samira have two younger children that keep them busy with a plethora of extra-curricular activities. He enjoys reading, swimming, skiing and biking when he’s not actively chauffeuring the kids or focusing on the next generation advisor solution.