Home Breadcrumb caret Industry News Breadcrumb caret Industry Milestone Wealth Management partners with Purpose Advisor Solutions The Calgary family office is the latest firm to sign on with the digital operations platform By Staff | May 6, 2020 | Last updated on May 6, 2020 1 min read 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. Staff The staff of Advisor.ca have been covering news for financial advisors since 1998. Save Stroke 1 Print Group 8 Share LI logo