Som Seif

Purpose passes $10-billion AUM milestone

Independent investment firm's focus on client outcomes vindicated with over 25% growth in 12 months

How consolidation reshaped wealth management

Year in Review: the industry has seen a flurry of acquisitions in 2020. Could it be a sign of things to come?

Purpose adds to structured-product family

Newest offering offers potential for capital appreciation with added security of contingent downside protection

Why market crisis should prompt advisors to go back to basics

Experienced advisor on why recent volatility has reinforced value of a goals-based financial planning business

'This time around it's not just about dividend yields'

Why Purpose Financial CEO Som Seif is happy to fall back on one of his core strategies – with a COVID-19 twist

Purpose unveils new structured equity yield portfolio

Active mutual fund builds on first offering's success with 'appropriate levels of contingent downside protection'

Three ways to keep clients calm and thinking long term

This crisis goes beyond pure financial performance and CEO Jeff Gans says clients need advisors now more than ever

Architect of innovation

Som Seif has always been driven by the desire to build something, starting with Claymore and continuing today with Purpose Investments

Why transparency is vital to ESG process

Ahead of WP Invest ESG 2020, Purpose Investments VP explains the difficulty in reconciling two distinct strategies

Purpose’s acquisition of Wealthsimple for Advisors means ‘opportunities are limitless’

CEOs Jeff Gans and J-F Courville tell WP they now provide a ‘real set of options’ for independence and autonomy