Meet your future partners

Using our team's expertise, the global reach of our investors, and the quality of operations, we aim to power the future of the advisor-client relationship for the next 100 years.

Leadership

Som Seif

CEO and Founder

Som is the Founder and CEO of Purpose, with a passion for building innovative products that improve the lives of Canadians. He began his career at RBC Investment Banking.

Jeff Gans

Chief Customer Officer

As the founder, Jeff has more than 25 years of experience in wealth management. He brings insight, passion, and proven expertise to lead the company. Jeff was previously at TD Wealth and Ameriprise Financial.

Dave Nugent

Chief Product Officer

Dave Nugent is responsible for the advisor experience and growth. He was part of the founding team at Wealthsimple and a former advisor at RBC Dominion Securities.

Stephane Menard

Chief Technology Officer

Stephane has over 20 years of experience in product development and leadership and oversees the technology direction for PAS.

Marlo Kravetsky

Head of Regulatory Affairs & Chief Privacy Officer

Marlo has extensive experience leading teams to provide informed legal, regulatory, reputational and operational solutions to businesses.

Tyler Meyrick

Chief Financial Officer

Tyler is the Chief Financial Officer of Purpose, in addition to being responsible for the firm’s broader corporate strategy.

Jason Thacker

Chief Strategy and Growth Officer

Jason leads Purpose's Asset Management, Wealth Management, and Lending growth strategies. He brings senior executive experience from TD Bank Financial Group and holds an MBA from The Wharton School.

Eric Arthrell

VP, Business Services

Eric is responsible for helping Advisors strategize and build successful advisory businesses. Eric has over 15 years of experience in management consulting, entrepreneurship, and Wealth strategy.

Sales

Winston Robinson

VP, Advisor Partnerships & Strategy

Winston focuses on developing new advisor partnerships at Advisor Solutions with an emphasis on our Harness Investment Management platform. Winston brings over two decades of experience as an advisor, senior wholesaler, and practice management leader which he combines in guiding advisors to realize their independent wealth management business vision.

Paul Morrison

Manager, Sales Strategy and Operations

Paul helps entrepreneurial advisors build, launch, and scale independent wealth management firms. With over a decade of experience in wealth management, including fintech, he works with high-performing advisory teams to design the structure, economics, and strategy for transitioning to independence. His focus is helping advisors move beyond traditional dealer models to create enduring businesses supported by Purpose’s infrastructure, strategic guidance, and growth capabilities.