Meet your future partners
Using our team's expertise, the global reach of our investors, and the quality of operations, we aim to power the future of the advisor-client relationship for the next 100 years.
Leadership
JEFF GANS
CEO, Managing Partner
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
Chief Product Officer
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 MENARD
Chief Technology Officer
Stephane has over 20 years of experience in product development and leadership and oversees the technology direction for PAS.
MARLO KRAVETSKY
Head of Regulatory Affairs & Chief Privacy Officer
Marlo has extensive experience leading teams to provide informed legal, regulatory, reputational and operational solutions to businesses.
TYLER MEYRICK
Chief Financial Officer
Tyler is the Chief Financial Officer of Purpose, in addition to being responsible for the firm’s broader corporate strategy.
EMILY DUNN
VP, Partner Relations and Advisor Services
Emily is responsible for the business strategy and customer relationships for the advisor platform. Emily has over a decade of experience in Financial services and was previously with CIBC and TD.
Sales
JARED BLAKE
VP of Business Development
Jared is responsible for sales strategy and execution at PAS. A 15-year background in software sales has seen Jared work with some of the largest companies in the world.
NATASHA READ
VP of Business Development
Natasha Read is responsible for business development and advisor growth at Advisor Solutions. Natasha has worked in the financial industry for over a decade with some of the largest independent wealth firms in Canada.
Language:
●Eng
●Fra
Advisor Solutions by Purpose
