Advisor Solutions by Purpose
Paul Morrison has experience as an Account Executive at Advisor Solutions by Purpose, focusing on helping entrepreneurial advisors launch, operate, and grow their independent wealth management businesses. Prior to this, Paul worked as an Account Manager at Wealthsimple and Mackenzie Investments, where Paul managed dealer relationships, worked with key accounts at a strategic level, and led projects like Wealthsimple for Advisors and Wealthsimple for Work. Paul holds a Bachelor of Business Administration from Wilfrid Laurier University.
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Advisor Solutions by Purpose
Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on their clients.