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Som is the Founder and CEO of Purpose, with a passion for building innovative products that improve the lives of Canadians. He began his career at RBC Investment Banking.

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

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

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

Jason leads Purpose's Asset Management, Wealth Management, and Lending growth strategies. He brings senior executive experience from TD Bank Financial Group and holds an MBA from The Wharton School.

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.

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.

Paul helps entrepreneurial advisors build, launch, and scale independent wealth management firms. With over a decade of experience in wealth management, including fintech, he works with high-performing advisory teams to design the structure, economics, and strategy for transitioning to independence. His focus is helping advisors move beyond traditional dealer models to create enduring businesses supported by Purpose’s infrastructure, strategic guidance, and growth capabilities.