Rencontrez vos partenaires futurs

Grâce à l’expertise de notre équipe, à la portée mondiale de nos investisseurs et à la qualité de nos opérations, nous avons pour objectif d’assurer l’avenir de la relation conseiller-client pour les 100 prochaines années.

À propos de nous

Jeff Gans

Chief Customer Officer

As the founder, Jeff has more than 25 years of experience in wealth management. He brings insight, passion, and proven expertise to lead the company. Jeff was previously at TD Wealth and Ameriprise Financial.

Dave Nugent

Chief Product Officer

Dave Nugent is responsible for the advisor experience and growth. He was part of the founding team at Wealthsimple and a former advisor at RBC Dominion Securities.

Stephane Menard

Chief Technology Officer

Stephane has over 20 years of experience in product development and leadership and oversees the technology direction for PAS.

Marlo Kravetsky

Head of Regulatory Affairs & Chief Privacy Officer

Marlo has extensive experience leading teams to provide informed legal, regulatory, reputational and operational solutions to businesses.

Tyler Meyrick

Chief Financial Officer

Tyler is the Chief Financial Officer of Purpose, in addition to being responsible for the firm’s broader corporate strategy.

Eric Arthrell

VP, Business Services

Eric is responsible for helping Advisors strategize and build successful advisory businesses. Eric has over 15 years of experience in management consulting, entrepreneurship, and Wealth strategy.

Sales

Winston Robinson

VP, Advisor Partnerships & Strategy

Winston focuses on developing new advisor partnerships at Advisor Solutions with an emphasis on our Harness Investment Management platform. Winston brings over two decades of experience as an advisor, senior wholesaler, and practice management leader which he combines in guiding advisors to realize their independent wealth management business vision.