purefacts financial solutions inc

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You build wealth. We build Solutions. The bridge between information and insight

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Page 1: PureFacts Financial Solutions Inc

You build wealth.We build Solutions.

The bridge between information and insight

Page 2: PureFacts Financial Solutions Inc

Who we are…

Page 3: PureFacts Financial Solutions Inc

Our Story…In 1995 Robert Madej started

PureFacts to develop software solutions for the financial

industry. Today, guided with 20 plus years of experience and an

ever-growing client base extending across Canada,

PureFacts is the bridge between information and insight in the Wealth Management Industry.

Our steady growth has been guided by our shared belief that

we succeed when our clients succeed. Whether the objective

is to improve client service, enhance performance

streamline operations, or grow aum’s – our mission is to help

them in achieving it.

Page 4: PureFacts Financial Solutions Inc

Our VisionWe strive to be a company that always does the right thing. We reward our clients with exemplary value and engage our employees with industry-leading careers

Page 5: PureFacts Financial Solutions Inc

We are all about our clients.How can we help them grow and perform better?

-Robert Madej, Founder & President

Page 6: PureFacts Financial Solutions Inc

Our MissionWe excel at improving operating performance and client experience in the Wealth Management industry by keenly understanding and meeting our client’s business needs.

Page 7: PureFacts Financial Solutions Inc

Thinking about the future soOur clients can enjoy a better future.

-Ian Sutcliffe, EVP

Page 8: PureFacts Financial Solutions Inc

Our Hallmarkso An exhaustive client understandingo A realistic approacho The right job the right wayo Exceeding expectationso Validating client satisfactiono Every client story is a success story

Page 9: PureFacts Financial Solutions Inc

Our Valueso Delivering exemplary Valueo Acting with honesty, integrity and

transparencyo Respecting and building lasting trusto Being empoweredo Doing the right thing

Page 10: PureFacts Financial Solutions Inc

Our Standardso High-Calibre people, high-value worko Starting at the beginningo Facts over assumptionso Expecting elevated performanceo Agreeing internallyo Fixing mistakes – no excuseso Communicating frankly and clearlyo True to our values

Page 11: PureFacts Financial Solutions Inc

Who works here?

Page 12: PureFacts Financial Solutions Inc

PureCultureWe are a group of people with an independent, entrepreneurial spirit who can work with others in our growing, flexible workplace. Our colleagues are motivated by doing the best for our clients, and by being rewarded for their hard work. Individuals are recognized monthly by their peers, with awards handed out for exceptional contributions in all areas of our business.

Page 13: PureFacts Financial Solutions Inc

Our dedicated social committee strives to keep everyone engaged during work hours and after, with special lunches, pub nights, arts outings, sports events and competitions.

Trampoline Dodgeball Anyone?

Page 14: PureFacts Financial Solutions Inc

Interested in learning more about PureFacts?

Visit out website:

http://www.purefacts.com