Purpose crosses $14 billion in assets under management.
Purpose and Richardson Wealth deepen relationship with new asset management partnership.
Purpose launches Longevity Pension Fund, the first income-for-life mutual fund to Canadian retirees.
Purpose launches the word’s first physically settled Ether ETF.
Purpose Bitcoin ETF assets under management crosses over $1 billion.
Purpose launches the world's first physically settled Bitcoin ETF.
Allianz invests in Purpose to support accelerated growth and expand product development.
Our total assets under management crosses over $10 billion.
Our total assets under management crosses over $8 billion.
We launch the Purpose Structured Equity Yield Portfolio, giving investment advisors a simple new way to replicate the returns of structured notes.
We announce we’re one of the first firms in the world to embed Environmental, Social and Governance (ESG) principles across our entire investment process.
Our cash funds reach $2 billion in assets under management.
Purpose High Interest Savings ETF becomes our first fund with $1 billion in assets under management.
Purpose Core Dividend Fund becomes one of our first funds to reach its 5-year anniversary.
We launch Canada’s first global, multi-manager private debt solution, Purpose Specialty Lending Trust.
Redwood fully joins Purpose as we re-brand their funds and create a full suite of optimized strategies for investors.
We acquire assets from LOGiQ Asset Management. Experienced portfolio managers Greg Taylor and Sandy Liang join our team.
OMERS invests in Purpose with a strategic partnership to support our vision and accelerate growth.
We acquire Redwood Asset Management and build expert active management into core areas, including preferred shares and emerging markets.
We launch the Purpose Premium Yield Fund, expanding our line-up of alternatives with the addition of an income-generating options strategy.
We surpass $1 billion in assets under management.
We launch Purpose Multi-Strategy Market Neutral Fund and expand our line-up of alternative investments. For the first time, individuals have access to strategies usually reserved for institutional investors.
Purpose Tactical Hedged Equity Fund becomes one of the first alternative strategies to be widely available to all Canadian investors.
Purpose Investments is born. We launch our mission to be the firm where thoughtful Canadian investors create meaningful success.