Advisor Solutions by Purpose

0 followers

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Where independent wealth management firms are created.

We help independent portfolio managers launch, increase revenue, and focus on their clients.

Industries

Business Development, Banking

Headquarters

Toronto, CA

Employees

51-200

Links

Org chart

Jeff Gans

President, CEO

Jeff Gans

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Stephane Menard

Chief Technology Officer

Tyler Meyrick

Chief Financial Officer

Jared Blake

VP Of Business Development

Natasha Read

VP Of Business Development

Michiel Janssen

Chief Compliance Officer, Foundation Wealth Partners

Oliver Yoon

Managing Director, Head Of Harness

Isha Soni

Marketing Director

Harleen Kaur

Product Owner

Lara Pharand

Product Manager, Wealth Essentials

Teams

Software Engineering

11 members

Leadership Team

9 members

Business Operations Team

9 members

Engineering

5 members

Compliance And Risk Management

3 members

Product Management Team

2 members

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