Milestone Wealth Management partners with Purpose Advisor Solutions

Calgary-based Milestone Wealth Management has partnered with Toronto-based Purpose Advisor Solutions (PAS), the firms announced Wednesday.

The partnership allows Milestone, a family office focused on high-net-worth clients and business owners, to use PAS’s Advisor Wealth Platform.

“PAS provides the platform and operational infrastructure we need to focus on what we do best: serving our clients,” said Steve Booker, a managing partner at Milestone, in a release. “This partnership provides Milestone with a wealth of expertise and technology, building a strong foundation for our business and support for our long-term growth objectives.”

PAS, which is majority-owned by Purpose Financial, announced in January that it had acquired Wealthsimple for Advisors to strengthen its turnkey platform.

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