Purpose Advisor Solutions partners with Origin Wealth to Empower Canadian Investors’ Decision-making
Wealth Professional | Noelle Boughton | Sep 27, 2022
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.
Origin Wealth is a new portfolio management firm based in Vancouver, which wants to provide an investing experience that empowers Canadians’ decision-making. It is aiming to transform people’s relationship to money from scarcity to abundance, and is using a disruptive experiential learning method rooted in Nobel Prize-winning economic science to educate people about investing.
See: Clearco Hires Advisor to Evaluate Strategic Options and Exits Foreign Markets
Gans likened this to the registered investment advisor space, which is growing in the U.S.
Jeff Gans, CEO, Purpose Advisor Solutions
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. We offer a platform for independent minded and entrepreneurial advisors who want to build their own advice business. We provide them with the tools they need to manage a robust modern client advisor experience and that allows them to get their business launched quickly.
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