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Miguel Fernando CFA

VP, Digital & Product Management

Miguel is the VP, Digital & Product Management of Purpose Advisor Solutions. He is responsible for leading the strategy and implementation for the technological aspects of the platform that Purpose Advisor Solutions provides.

Miguel is driven by developing a platform with two key priorities in mind: providing the best experience for advisors and the best experience for their clients. Miguel constantly looks for opportunities to streamline advisor workflows and processes. He considers how everything fits together to allow for scalable practices for advisors to deliver personalized advice to their clients.

Prior to joining Purpose Advisor Solutions, Miguel has had experience working for the product team of a portfolio management software company, and various roles across all aspects of the wealth business from the back office to the front office. Miguel has an understanding of the custody business from his time at RBC Investor Services, the advisory business working in a Chairman’s Council team at RBC DS, Research Associate with RBC Economics, and projects as a consultant building custom tools for Investment Advisors. He has also earned the CFA designation.

With his constant desire to learn new technologies, Miguel has built significant experience in the field of software development and product management. Miguel has focused his energy towards combining his experience with technology and deep knowledge of the Wealth Management business to contribute to building an innovative platform from the ground up.

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1128 Yonge Street, Suite 300,
Toronto, ON M4W 2L8