Anuj Shah

Manager Fund Oversight at Purpose Investments

Anuj Shah is a financial professional with extensive experience in fund oversight and management. Currently serving as Manager of Fund Oversight at Purpose Investments since November 2021, Anuj previously held various roles at CIBC Mellon from August 2015 to November 2021, including Manager of ETF Services, Supervisor, and Senior Fund Accountant. Earlier career experience includes a position as Sales Representative at SDI Marketing from August 2013 to October 2015, and a role as Jr. Accountant at Harshad Parekh, CPA, CA, for a brief period in 2014. Anuj holds a Bachelor of Business Administration (BBA) in Accounting from the Goodman School of Business at Brock University, graduated in 2015, and completed high school at L'Amoreaux C.I. from 2008 to 2011.

Location

Toronto, Canada

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Purpose Investments

Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $16B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties. Important disclosures: https://www.purposeinvest.com/legal


Headquarters

Toronto, Canada

Employees

51-200

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