TORONTO, Jan. 10, 2019 /CNW/ - Foundation Wealth Partners (Foundation Wealth) is excited to announce its launch and partnership with Purpose Advisor Solutions (PAS). Through this partnership, Foundation Wealth Partners will be able to use PAS's Advisor Wealth Platform to enable the turn-key operations and management of its advisory business.
Foundation Wealth Partners is a new partnership-based Portfolio Management firm focused on meeting the needs of affluent individuals, their families, family offices, corporations, private pensions and trusts. Foundation Wealth provides high quality professional advice, investment management and advanced planning services with a modern client experience. Foundation Wealth has opened its Vancouver office, joined by Partners James Pelmore, Leanne Brothers and Mark Ting. Their team has worked with individuals and families, providing advice, investment management and advanced planning services for thirty-one years.
"We are very pleased to have joined Foundation Wealth Partners and to leverage Purpose Advisor Solutions' unified business and technology platform to better serve our clients," said James Pelmore, partner, Foundation Wealth Partners. "Purpose Advisor Solutions is deeply committed to understanding our business and the needs of our clients. Within the Foundation Wealth partnership, partners have equity, ownership of their practice and freedom to make decisions that put clients' interests first while collaborating with some of the highest quality partners in the industry. Helping people make effective decisions with better outcomes is what we do."
Partnering with PAS provides a turn-key digital platform and operational solution for advisors and portfolio managers to allow them to quickly launch and manage their own independent business. The company, which has received investment from OMERS and TorQuest backed Purpose Financial, provides advisors with modern and intuitive tools to integrate digital workflows across CRM, portfolio management, reporting, compliance and trading. The platform automates and streamlines advisor workflows for organizations like Foundation Wealth Partners, so they can scale their business and focus on what is most important to them — strengthening client relationships.
Jeff Gans, a former executive from TD Wealth, leads the experienced team at PAS which has created a platform that allows advisors to run successful and well supported independent practices.
"We value our partnerships with companies such as Foundation Wealth Partners and take great pride in providing them the tools to help them make even more effective decisions for their clients," says Jeff Gans, chief executive officer of Purpose Advisor Solutions. "Through Purpose Advisor Solutions, the newly expanded Foundation Wealth team will have the support to build high-touch fiduciary relationships with their clients. We are excited to reach this partnership with a team who has deep experience and strong client relationship and look forward to empowering more advisor teams to build their independent businesses."
ABOUT FOUNDATION WEALTH PARTNERS
Foundation Wealth Partners is a new independent wealth management firm working with affluent individuals, their families, family offices, corporations, private pensions and trusts. Through an ongoing engagement model, Foundation Wealth advisors work to ensure families are confident in their financial future. The partnership provides advisors ownership and autonomy to manage their practices to best meet the needs of their clients and their business objectives.
ABOUT PURPOSE ADVISOR SOLUTIONS
At Purpose Advisor Solutions (PAS), you'll find a team of people doing all they can to help advisors succeed so they can focus on building personal, long-term client relationships and keeping clients on track to achieving their goals. PAS's end-to-end solution simplifies advisors' practices and makes it easier to give clients what they need and expect — honest, independent advice and a seamless service experience. In addition to an innovative, modern technology platform and robust portfolio management, Purpose Advisor Solutions offers access to practice management and consulting to ensure a successful transition and ongoing development of their practice.
SOURCE Purpose Advisor Solutions
For further information: Erin Griffin, Kaiser Lachance Communications, [email protected], 647-725-2520 ext. 221