Purpose Advisor Solutions Inc.(“PAS”) is committed to meeting the needs of its employees and customers with disabilities and fulfilling its current and ongoing obligations under the 

Accessibility for Ontarians with Disabilities Act, 2005 (“AODA”). 

Integrated Accessibility Standards Regulation

 (“IASR”) establishes standards to address barriers that people with disabilities face in the areas of information and communications, employment, transportation, and the design of public spaces. PAS understands that AODA andIASR do not replace or limit its obligations under the Ontario Human Rights Code (“Code”) and work together with the Code. The purpose of this policy is to outline PAS’ responsibilities under AODA and IASR.

This policy governs the provision of services by PAS.

As required by AODA for organizations with more than 50 employees in Ontario, the Multi-Year Accessibility Plan outlines the steps that PAS has taken and will take to remove barriers to accessibility from the workplace. As required by law, PAS will review and update the plan every 5 years and will be posted on the PAS website. PAS will also provide a copy of the plan in an accessible format upon request.

4. Information and communication standard

In accordance with the IASR, PAS will make information and feedback processes accessible to persons with disabilities. PAS will communicate with people with disabilities in ways that take into account their disability. When asked, we will provide information about our organization and its services, including public safety information, in accessible formats or with communication supports.

‍Web content on the PAS website will meet international-recognized Web Content Accessibility Guidelines (WCAG) 2.0 Level AA website requirements in accordance with the IASR, unless it is not practicable to do so.

‍PAS will train all employees on the requirements set out by the IASR. This training will be provided as soon as practicable to new employees after starting their employment with PAS. When changes are made to the policies or standards, the training will be updated as required.

‍PAS is committed to fair and accessible employment practices.

‍In accordance with the IASR, PAS will:

Notify employees, potential hires and the public that, when requested, accommodations can be made during the recruitment and hiring process;‍

Notify employees that supports are available for those with disabilities;

Maintain a documented process for the development of individual accommodation plans for employees with disabilities;

Maintain a documented return to work process for employees who have been absent from work due to a disability and require disability-related accommodations in order to return to work;

Where needed, provide customized emergency information to help an employee with a disability;

Take into account the accessibility needs of employees in our performance management, career development and advancement processes.

If you have any questions about this policy or would like to provide feedback on this policy, please contact:

1128 Yonge St., Suite 300 Toronto, ONM4W 2L8

Review our Integrated Accessibility Standards Policy

Purpose Advisor Solutions Inc.(“PAS”) is committed to meeting its current and ongoing obligations under the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (“AODA”). PAS understands that obligations under the AODA does not replace or limit its obligations under the OntarioHuman Rights Code (“Code”) and works together with the Code. The objective of this policy is to outline PAS’ commitment to excellence in serving all of its customers including people with disabilities. Our accessible customer service policy is consistent with the principles of independence, dignity, integration and equality of opportunity for people with disabilities.

3. Providing services to people with disabilities

PAS is committed to excellence in serving all customers including people with disabilities and we will carry out our functions and responsibilities in the following areas:

 We will communicate with people with disabilities in ways that take into account their disability. We will train staff who communicate with customers on how to interact and communicate with people with various types of disabilities.

: We are committed to providing fully accessible telephone service to our customers. We will train staff to communicate with customers over the telephone in clear and plain language and to speak clearly and slowly. We will offer to communicate with customers by email, teletypewriter (“TTY”), and other services which may become available if telephone communication is not suitable to their communication needs or is not available.

 We are committed to serving people with disabilities who use assistive devices to obtain, use or benefit from our services. We will ensure that our staff are trained and familiar with various assistive devices that may be used by individuals with disabilities while accessing our services.

‍Use of registered service animals and support persons:

 PAS welcomes people who are accompanied by a registered service animal or support person to our premises. At no time will we prevent a visitor from having access to their registered service animal or support person while on our premises.

 We are committed to providing accessible documents and statements to all of our customers. For this reason, documents and statements will be provided in alternate formats upon request. We will answer any questions customers may have about the content of a document or statement in person, by telephone or email.

If you are scheduled to visit the PAS office and require accommodation and/or will be visiting with a registered service animal or support person, please contact the PAS employee that you are meeting. We will make every reasonable effort to coordinate your visit to accommodate your needs.

In the event of a planned or unexpected disruption to services or facilities for customers with disabilities, PAS will notify customers promptly. This notice will include information about the reason for the disruption, its anticipated length of time, and a description of alternative facilities or services, if available. While we cannot provide the same guarantee in emergency temporary disruption situations, every reasonable effort will be made to give adequate notice.

PAS will provide accessible customer service training to all employees. This training will be provided as soon as practicable to new employees after starting their employment with PAS.

The purpose of AODA and the requirements of the customer service standard

PAS’ policies related to the customer service standard

How to interact and communicate with people with various types of disabilities

How to interact with people with disabilities who use an assistive device or require the assistance of a service animal or support person

What to do if a person with a disability is having difficulty accessing PAS’ services

Employees will also be trained when changes are made to PAS’ accessible customer service policies.

PAS welcomes feedback on how we provide accessible customer service. Customer feedback helps us identify barriers and respond to concerns. If you have any questions about this policy or any feedback, please contact:

Review our Accessible Customer Service Policy

Purpose Advisor Solutions Inc. (“PAS”) is committed to meeting the needs of its employees and customers with disabilities and fulfilling its current and ongoing obligations under the 

Accessibility for Ontarians with Disabilities Act, 2005 

(“AODA”). This Multi-Year AccessibilityPlan, together with the Accessible Customer Service Policy and the IntegratedAccessibility Standards Policy, were developed in accordance with the requirements set out by AODA. This plan outlines the steps and actions that PAS has taken and has planned for the future to achieve accessibility goals. It will be reviewed and updated as needed every 5 years.

Development of the Accessible Customer Service Policy, which is available on the PAS website.

Employees who interact directly with clients and visitors are trained and familiar with various assistive devices.

Clients who are accompanied by a registered service animal or support person are accommodated and permitted access to our premises.

Communication supports and accessible format documents can be provided to clients upon request.

In the event of a planned or unexpected disruption to services or office facilities, every reasonable effort will be made to provide adequate notice to clients with disabilities.

Feedback can be provided via the PAS website or by email, phone, or letter.

Communication supports and accessible format documents can be provided to clients upon request, at no extra cost above what is charged to others.

All web content on the PAS website conforms with Web Content Accessibility Guidelines (“WCAG”) 2.0 Level AA.

Development of the Integrated Accessibility Standards Policy, which is available on the PAS website.

Applicants will be informed of the availability of accommodation for disabilities during the hiring process.

Employees are informed of the availability of accessible supports and individual accommodation plan.

Development of a documented process for the creation of individual accommodation plans for employees with disabilities.

Development of a documented return to work process for employees who have been absent from due to a disability and require disability-related accommodations in order to return to work.

Emergency information can be provided to employees in an accessible format when requested.

Development of a process to prepare emergency evacuation plans for employees that require accommodation.

The accessibility needs of employees, and as applicable, individual accommodation plans, are taken into account in our performance management, career development, and advancement processes.

All current employees of PAS have been trained on the Accessible Customer Service Policy and the Integrated Accessibility Standards Policy. The same training is provided to new employees as soon as practicable upon the start of their employment with PAS.

A record of the training materials and who has been trained will be maintained.

Update training for employees as required.

Review our Multi-Year Accessibility Plan

Purpose Advisor Solutions Inc. (“PAS”) is committed to meeting the needs of its employees and customers with disabilities and fulfilling its current and ongoing obligations under theAccessibility for Ontarians with Disabilities Act, 2005 (“AODA”). This Multi-Year AccessibilityPlan, together with the Accessible Customer Service Policy and the IntegratedAccessibility Standards Policy, were developed in accordance with the requirements set out by AODA. This plan outlines the steps and actions that PAS has taken and has planned for the future to achieve accessibility goals. It will be reviewed and updated as needed every 5 years.

Communication supports and accessible format documents can be provided to clients upon request. 

Feedback can be provided via the PAS website or by email, phone, or letter. 

Feedback can also be provided on our website.

Review our Multi Year Accessibility Plan: (Privacy)

Purpose Advisor Solutions is committed to meeting the needs of its employees and customers with disabilities and fulfilling its current and ongoing obligations under the Accessibility for Ontarians with Disabilities Act. We have established standards to address barriers that people with disabilities face regarding information and communications, customer service, and employment under the Integrated Accessibility Standards Regulation.

Accessibility

We're making financial software more accessible.

Review our Integrated Accessibility Standards Policy

Review our Accessible Customer Service Policy

Review our Multi-Year Accessibility Plan

Review our Multi Year Accessibility Plan: (Privacy)