Winnipeg-based Howe Harrell & Associates (HHAA) has teamed up with Purpose Advisor Solutions (PAS) to enable the financial well-being of its families, corporations, and trust clients.
Through the alliance with PAS, customers of HHAA will gain access to investment tools providing diversification at a low cost.
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HHAA, a wealth planning firm for business owners and employed professionals across Canada, is PAS’ first partner in Manitoba.
PAS vice president Oliver Yoon said: “Our goal is to provide the best possible wealth management experience for our clients. By partnering with a well-respected and established firm like HHAA, we know that the solutions created will transcend conventional wealth management.”
The partnership will integrate PAS platform’s portfolio management capabilities with HHAA’s financial, estate and risk management services.
PAS said that the integration will offer clients a solution that can meet their complete needs through a single key relationship.
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By GlobalDataHHAA founder and senior partner Sean Harrell said: “By working with a team like PAS, we can bring the low-cost, proven diversification that clients need, but may not have access to working at the banks.
“The client receives an entire ecosystem of expertise and it’s where the future of wealth management is going.”
Last month, PAS – a unit of Purpose Financial – collaborated with Milestone Wealth Management, a Calgary-based family office targeting HNWIs and business owners.
Earlier this year, PAS snapped up Wealthsimple for Advisors to expand its platform for advisers.
