We’re Building
A World Where People
Feel Empowered By Their Financial Future

From redefining what it means to be a modern investment firm, to creating independence for advisors through tech, to funding the heart of the economy. See how we’re changing the finance game

 

Creating New
Pathways To Wealth

We’re innovating asset management for investors and advisors through Purpose Investments, with outcome-oriented strategies and over $13B in assets under management

 

Empowering Advisors
To Grow Their Business

We’re making key infrastructure accessible to independent wealth advisors and portfolio managers through Purpose Advisor Solutions, an innovative wealth-as-a-service platform to help advisors grow

 

Funding the
Heart of the Economy

We’re making capital more accessible to business owners and entrepreneurs through Thinking Capital, a FinTech platform that has provided more than $1B in funding to over 17,000 Canadian-owned businesses

Our Platform

Purpose Unlimited is focused on leading innovation in four key areas:

Asset
Management

Innovating investment strategies to modernize the industry for our clients.

SMB Banking
Solutions

Building the Financial Operating System (FinOS) for small businesses.

Wealth
Management

Helping independent advisors provide a better financial journey for their clients.

Retirement Income Security

Innovating income security solutions for retired Canadians.

Our Values

The vision, boldness, and entrepreneurial spirit we founded Purpose with is essential to how we evolve as a business. As we continue to grow, our values anchor us. They guide our inspiration. They remind us of what we’re working to achieve.

Client-First

We’re focused on innovating solutions to the problems our clients not only face today, but will face tomorrow.

Innovation

Innovation for the betterment of everyone. Our clients. Ourselves. The industry. Because we’re happy with today, but we’re excited about tomorrow.

Owner’s Mindset

We place ourselves in the mindset of an owner and take accountability to achieve results... no matter the obstacle or challenge blocking the way.

Courage

We are driven to take calculated risks in every one of our industry-leading innovations. Because progress is impossible without change, and change requires courage.

Groundbreaking Ideas Start with a Conversation

Send our CEO a direct message and let’s chat.