Meet your future partners

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.