Kimberley Kwong - Email & Phone Number

Director, Strategic Initiatives at Purpose Advisor Solutions

Kimberley Kwong is based out of Greater Toronto Area, Canada and works at Purpose Advisor Solutions as Director, Strategic Initiatives.

Kimberley Kwong's Contact Information

Kimberley Kwong's Work email

k*****@purpos***.com

Valid

Latest update

October 28, 2025

Location

Greater Toronto Area, Canada

Kimberley's current employer

Purpose Advisor Solutions

Description

Where independent wealth management firms are created. We help independent portfolio managers launch, increase revenue, and focus on thei...

Website

purposeadvisorsolutions.com

HQ Location

Toronto, Ontario, Canada

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Purpose Advisor Solutions

Frequent questions about Kimberley Kwong

What company is Kimberley Kwong working for?

Kimberley Kwong works for Purpose Advisor Solutions.

What is Kimberley Kwong's function at Purpose Advisor Solutions?

Kimberley Kwong is Director, Strategic Initiatives at Purpose Advisor Solutions.

Where is Kimberley Kwong based?

Kimberley Kwong is based out of Greater Toronto Area, Canada.

What is Kimberley Kwong's work email address?

Kimberley Kwong's professional email address is k*****@purpos***.com

Who are Kimberley Kwong's co-workers?

Kimberley Kwong's colleagues are Joanne Tung, Jeff Gans, Jared Blake, Stephane Menard, Shaen Ramsay, Oliver Yoon, Sushant Vasishta, Graham Jansen, Emily Dunn, Lara Pharand, Sini Erme, Nikki Bhatia, Jackson Trehearne, Prakhar Sharma, Michiel Janssen, Nicolas Ullsten, Dave Nugent, Andrew Guy, Paul Morrison, Dae Jeon, Paige Moult, Ludi Wang, Michael Valentine, Parantap Bhu, Krati Kiyawat, Angela Espinas, Ahmed ElShantaly, Eric Kivell, Marlo Kravetsky, Yusen Wang, Axel Donval, Andre Bettio, Isha Soni, Sebastien St-Amour, Laura Martinez.

Kimberley's co-workers

Vice President of Business Development

Stephane Menard

VP Engineering & CTO

Shaen Ramsay

Director, Head of Advisor Success & Operations

Oliver Yoon

Managing Director

Sushant Vasishta

Director - Data Engineering and Wealth Intelligence

Graham Jansen

Team Lead - Business Associate / Relationship Manager

Operations Support Associate

Michiel Janssen

Senior Advisor Experience Manager

Nicolas Ullsten

Advisor Experience Manager

Dave Nugent

Managing Partner

Andrew Guy

Chief Compliance Officer

Paul Morrison

Account Executive

Dae Jeon

Software Engineer, Data

Corporate Strategy and Analytics (Part-time)

Krati Kiyawat

Engineering Manager, DevSecOps

Angela Espinas

Senior Associate, Strategic Initiatives

Ahmed ElShantaly

Senior Software Engineer

Eric Kivell

Relationship Manager

Marlo Kravetsky

General Counsel, Chief Risk Officer, Chief Privacy Officer

Yusen Wang

Senior Associate, Business Operations

Axel Donval

Analyst, Fee Management

Andre Bettio

Senior Associate, Strategic Initiatives

Isha Soni

Manager, Marketing and Communications

Sebastien St-Amour

Senior Software Engineer

Laura Martinez

Software Developer

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