Purpose Advisor Solutions (PAS) is partnering with a new wealth firm that is using Nobel Prize winning science to modernize the Canadian wealth management sector. It’s part of Purpose’s vision to support more small, independent firms coming into the industry.
“One of our beliefs is that the Canadian market needs more entrepreneurs in the investment space. There are a lot of big providers, but we believe there’s a need to have more new, innovative, independent advisors,” Jeff Gans, chief executive officer of the Toronto-based PAS, told Wealth Professional while announcing his new partnership with the Vancouver-based Origin Wealth.
“We were interested in what Origin was doing because it’s seeking to build a model that’s really focused on providing great advice to clients. It’s partnered with a firm out of the U.S. on the investment side, and is doing some really great work with them. So, we thought, ‘it’s a great young, innovative firm. We want to provide them with the tools and platform to help them get up and running’.”
