2023 Fintech and Financing Conference & Expo

Purpose Advisor Solutions partners with Origin Wealth to Empower Canadian Investors’ Decision-making

Wealth Professional | Noelle Boughton | Sep 27, 2022

Jeff Gans - Purpose Advisor Solutions partners with Origin Wealth to Empower Canadian Investors' Decision-makingPurpose 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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NCFA Jan 2018 resize - Purpose Advisor Solutions partners with Origin Wealth to Empower Canadian Investors' Decision-makingThe National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org

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