Oliver Yoon CFA
Oliver Yoon is Vice President of Advisor Strategy and Business Management of Purpose Advisor Solutions (PAS). He is responsible for general operations, management and oversight of financial strategy, as well as strategic planning and implementation of the firm’s key initiatives.
Along with the founding members of PAS, Oliver shares in the passion of helping advisors manage a successful business valued by their clients. Oliver believes in the importance of the environment in which advisors work in and appreciates that each advisor should have access to resources and tools that are aligned to their own specific vision. He knows that with the right environment to grow their business, advisors will find success and achieve optimal performance for their respective clients. Oliver joined PAS knowing that it aimed to deliver this type of supportive environment for their advisors using industry leading technology.
Prior to joining PAS, Oliver was a Vice President at TD Asset Management in their Toronto office. At TD Bank, he held advisor-focused roles on both the distribution and manufacturer side of the wealth management business. Oliver led the development and execution of several transformative strategies to drive value for advisors such as: advisor-asset manager partnership, advisor succession and teaming, and advisor compensation.
Oliver is a CFA® charterholder and has a Bachelor of Business Administration from the Schulich School of Business at York University.