Purpose Unlimited is an independent company that’s creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.

Our mission is to be the customer-focused leader that the financial services industry needs.

Our businesses include Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose and Longevity. We pride ourselves in being a great place to work and were recognized as one of Canada’s Top Small & Medium Employers in 2023 and 2024.

Banking

Finance

FinTech

Investment Management

Purpose Unlimited

Som Seif

Chris Shiu

Luis Amorim

Marie Snyder

Matthew Raposo

Nick Kuriya

Fraser Stark

Tyler Meyrick

Paloma Tonaco

Jessica Palter

The Leadership Team at Purpose Unlimited is responsible for setting the strategic direction and vision of the company, driving growth, and overseeing daily operations across all business segments. This team ensures the alignment of Purpose Unlimited's mission with its business goals, cultivates a customer-centric culture, and maintains compliance with legal and regulatory standards. Their collective expertise supports innovation in financial services, fostering a collaborative and high-performing work environment.

Leadership Team

Technology Team

Corporate Governance Team

Leadership Team

About

Team members

Other teams at Purpose Unlimited

Technology Team

Corporate Governance Team