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

Investment Management

FinTech

Purpose Unlimited

Som Seif

Chris Shiu

Luis Amorim

Marie Snyder

Matthew Raposo

Nick Kuriya

Fraser Stark

Tyler Meyrick

Paloma Tonaco

Jessica Palter

The Finance Team at Purpose Unlimited is responsible for managing the company's financial health, ensuring accurate financial reporting, strategic planning, and budgeting. Led by the Chief Financial Officer, the team executes financial analysis, risk management, and fiscal strategic initiatives to drive sustainable growth across all business units, including Purpose Investments, Driven by Purpose, Advisor Solutions by Purpose, and Longevity.

Finance Team

Leadership Team

Technology Team

Corporate Governance Team

Finance Team

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Team members

Other teams at Purpose Unlimited

Leadership Team

Technology Team

Corporate Governance Team