Purpose Investments
Alex V. is an experienced financial professional currently serving as the Director of Financial Reporting & Tax at Purpose Investments since January 2019, where responsibilities include overseeing financial, tax, and regulatory reporting for over 100 investment funds and managing complex tax issues. Prior to this role, Alex held various positions including Manager of Financial Reporting & Tax at Tricon Residential and Senior Tax Associate at PwC Canada, demonstrating a strong background in tax compliance, financial modeling, and strategic planning. Alex's educational credentials include a Bachelor of Business Administration in Accounting from Schulich School of Business and completion of the In-Depth Tax Program from CPA Canada. Additionally, Alex is affiliated with the Chartered Alternative Investment Analyst Association.
Purpose Investments
Purpose Investments is built around a simple yet powerful idea – creating better investment outcomes for all investors. We manage over $16B in assets through some of the highest-quality investment funds in Canada. We have built a modern discipline of investment management, rooted in our history of rules-based processes and complemented with the best active management in specialized asset classes and strategies, and strengthened by our commitment to managing risk every step of the way. We know that we have to be at the forefront of innovation, driving change to make investing smarter, safer, fairer and more open. We do everything with one person in mind – you, the investor. We fundamentally believe that achieving goals is about more than just beating a benchmark; it’s about building a resilient portfolio with strategies designed for specific outcomes, such as sustainable growth, reliable income, capital protection and uncorrelated returns. Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. Always read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain statements presented are prepared as a general source of information and are not intended to provide any specific individual advice to purchase funds. The opinions and any forward-looking statements, are solely those of Purpose at the date of posting, are subject to change without notice and are not guarantees of future performance or events and involve risks and uncertainties. Important disclosures: https://www.purposeinvest.com/legal