Do you have a financial advisor?

How to Invest with Purpose

We at Purpose believe strongly in the value of advice.

We have made all our funds available to any advisor in Canada and to work under the compensation structure you have agreed to with your advisor. Simply talk to your advisor about Purpose.

Unsure of where to go for investing advice?

Maybe you don’t have an advisor currently or wish to find an advisor that can provide solutions that match your investing style, then contact us at Purpose Investments at 1.877.789.1517, and we would be happy to assist you in finding an advisor to suit your needs.

Types of Advisor Client Accounts

FEE BASED ACCOUNT

An investment account in which the advisor’s compensation is based on a set percentage of the client’s assets.

Recommended Fund Series

ETF SERIES – Purpose ETF Series is ideal for investors working with advisors on a fee-based account.
MUTUAL FUND SERIES F – Purpose Series F mutual funds are designed for investors working with advisors that have fee based accounts and are offered at exact same management fee as our ETF Series.

COMMISSION-BASED ACCOUNT

An investment account in which the advisor’s compensation is from trading commissions or trailer fee commissions paid from a mutual fund.

Recommended Fund Series

MUTUAL FUND SERIES A – Purpose Series A mutual funds are designed for investors working with advisors and have a commission based account.

Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES
Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES

ENTER THE WORD "ANTISPAM" INTO THIS BOX
(WITHOUT THE QUOTATION MARKS)