Milestone Wealth Management and Purpose Advisor Solutions (PAS) have formed a partnership, which which will allow Milestone to use PAS’s turn-key Advisor Wealth Platform for its advisory business. Headquartered in Calgary, Milestone is a leading independent wealth management firm led by Steve Booker, Steve Nielsen, Korina Fandrick, and Shawn Boos. The firm has been recognised by Wealth Professional as one of the Portfolio Powerhouses in Canada, for Excellence in Philanthropy & Community Service and has been included multiple times as one of Canada’s Top 50 Financial Advisory firms. As an Investment Counselling firm and direct registrant with the provincial securities commissions, Milestone focuses on meeting the needs of High Net Worth Individual, families, and business owners through a comprehensive planning model.
This new partnership with Purpose Advisor Solutions allows Milestone to continue to scale their business while providing and enhanced digital experience and improved reporting to their clients.
“We are excited to work with Purpose Advisor Solutions. PAS provides the platform and operational infrastructure we need to focus on what we do best, serving our clients,” says Booker. “This partnership provides Milestone with a wealth of expertise and technology, building a strong foundation for our business and support our long-term growth objectives.”
Purpose Advisor Solution’s turn-key digital platform and operational solution for advisors and portfolio managers allows them to quickly launch and manage their own independent business. The company, which has received investment from Purpose Financial, provides advisors with intuitive tools to integrate digital workflows across CRM, portfolio management, reporting, compliance and trading, to improve productivity and strengthen client relationships. The platform automates and streamlines advisor processes for organizations like Milestone, so they can scale their business and focus on what is most important — strengthening client relationships.
“We are excited to work with an innovative and client-focused firm like Milestone. Their commitment to serving clients through a robust planning and portfolio management model represents the type of firm we enjoy working with,” says Jeff Gans, Chief Executive Officer of Purpose Advisor Solutions. “Through Purpose Advisor Solutions, Milestone will have the tools, including PAS’s proprietary digital account opening platform and the D1G1T portfolio management system, to provide the robust client experience to compete in today’s evolving market.”
PAS continues extend its leadership position in Canada as it adds new firms to its integrated platform, including the recently announced planned acquisition of Wealthsimple for Advisors.
