Sociétés émergentes et à forte croissance

Wealthsimple for Advisors in its acquisition by Purpose Advisor Solutions

Wealthsimple
Personnes-ressources
Chad Bayne

Associé, Sociétés émergentes et à forte croissance, Toronto

Équipe
Kai Sheffield

Associé, Droit des sociétés, Toronto

Justin Dharamdial

Associé, Sociétés émergentes et à forte croissance, Toronto

Dov Begun

Associé, Fiscalité, Toronto

Andrew W. Aziz

Associé, Droit des sociétés, Toronto

 

On January 23, 2020, Wealthsimple for Advisors announced its acquisition by Purpose Advisor Solutions. The acquisition will allow Wealthsimple to enhance their advisor business through the offering of new capabilities such as digital onboarding, investment analytics and financial planning tools. Terms of the acquisition were not disclosed.

Wealthsimple is an online investment management firm focused on its automated management platform targeted towards financial planners, investment advisors, portfolio managers and dealers.

Purpose Advisor Solutions is a Toronto based technology company specialized in practice management technology for financial advisory businesses.

Osler, Hoskin & Harcourt LLP advised Wealthsimple with a team consisting of Chad Bayne and Justin Dharamdial (Emerging and High Growth Companies), Dov Begun (Tax) and Kojo Hayward (Corporate).

Osler, Hoskin & Harcourt LLP also advised Purpose Advisor Solutions with a team consisting of Andrew Aziz, Lori Stein and Kai Sheffield (Corporate).

 

Valeur
-
Date de clôture
23 janvier 2020
Bureau Principal
Toronto
Personnes-ressources
Chad Bayne

Associé, Sociétés émergentes et à forte croissance, Toronto

Équipe
Kai Sheffield

Associé, Droit des sociétés, Toronto

Justin Dharamdial

Associé, Sociétés émergentes et à forte croissance, Toronto

Dov Begun

Associé, Fiscalité, Toronto

Andrew W. Aziz

Associé, Droit des sociétés, Toronto