Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
TORONTO, Sept. 14, 2020 (GLOBE NEWSWIRE) -- Today, Purpose Advisor Solutions ("PAS") and Wealthsimple for Advisors ("W4A") announced they have completed their merger into a single business.
- TORONTO, Sept. 14, 2020 (GLOBE NEWSWIRE) -- Today, Purpose Advisor Solutions ("PAS") and Wealthsimple for Advisors ("W4A") announced they have completed their merger into a single business.
- The new entity will be entirely focused on independent advisors and portfolio managers under Purpose Advisor Solutions and will provide enhanced technology-enabled portfolio and account management solutions.
- Purpose Advisor Solutions, which is majority-owned by Purpose Financial, delivers an end-to-end solution to simplify advisor and PM practices.
- J-F Courville, Managing Partner at PAS (formerly CEO, Wealthsimple for Advisors), and Dave Nugent, Managing Partner at PAS (formerly Chief Client Officer, Wealthsimple for Advisors), along with the experienced W4A team have joined Purpose Advisor Solutions, adding proven leadership and deep wealth experience.