The team

The desk behind the structured funds

Derivatives, structured notes, and fund analytics are built and run in-house, and a representative covers every region.

Portfolio management

Systematic Investing Team

This is the team that prices, hedges, and reports on the three funds: PSY, PSG, and PSYL.

  • Jason Chen

    CFA · FRM

    Jason Chen

    Lead Portfolio Manager

    Jason specializes in derivative instruments and quantitative strategies, managing multiple structured-product portfolios at Purpose Investments. He also leads the development of portfolio analytics and systematic overlay strategies, using technology and quantitative methods to analyze the asset mix and risks at the total fund level.

    Full biography

    Jason has a breadth of experience in both the buy-side and sell-side of capital markets, including the Ontario Teachers' Pension Plan, Bank of America Merrill Lynch, and TD Securities. Before joining Purpose, he was the Manager of Market Intelligence at the NEO Exchange, a newly launched stock exchange.

    Jason has a Master of Mathematical Finance degree from the University of Toronto and a Bachelor of Mathematics degree from the University of Waterloo, where he majored in Actuarial Science. He is a Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM).

    LinkedIn
  • Jessie Xun

    CFA · FRM

    Jessie Xun

    Senior Investment Associate

    Jessie Xun is a Senior Investment Associate on the Systematic Investing Team, specializing in portfolio management, derivatives, structured notes, and advanced fund analytics. She plays a key role in managing the structured funds and in the data-driven research behind them.

    Full biography

    As a quant, Jessie applies scientific methods and a rigorous research process that support the funds' investment process. She is also instrumental in building and maintaining advanced analytics and trading systems for the funds, including in-house pricing models and sensitivity analyses. Her work supports the funds' risk management and operational efficiency.

    Jessie is a Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM). She holds a Master of Financial Insurance degree and a Bachelor's degree in Financial Economics from the University of Toronto.

    LinkedIn
  • Nawan Butt

    CFA

    Nawan Butt

    Head of Capital Markets & Portfolio Manager

    Nawan began at Purpose on the product team, where he built a deep understanding of client needs, and moved into portfolio management in 2018. He combines in-depth fundamental research with quantitative overlays in support of the firm's security selection process.

    Full biography

    Working closely with the CIO, Nawan is also responsible for the implementation of asset allocation across multiple mandates. He earned his MSc in Finance from Simon Fraser University and is a Chartered Financial Analyst (CFA).

    LinkedIn
  • Hilbert Wan

    CFA

    Hilbert Wan

    Associate Portfolio Manager

    Hilbert is a CFA charterholder with over 10 years of experience in the industry. He covers the healthcare sector focusing on both public and private biotechnology/pharmaceuticals, as well as healthcare equipment/services on the portfolio management team while covering the trading function.

    Full biography

    Before joining Purpose, Hilbert was working at RBC focusing on derivative valuation. He graduated from the University of Toronto and specialized in Economics and Political Science.

    LinkedIn

National sales

Find your representative

Contact your regional representative directly, or jump to a region.

Head Office

2 representatives

Ontario GTA East

2 representatives

Ontario GTA West and Manitoba

2 representatives

Ontario Ottawa and Maritimes

3 representatives

Southwestern Ontario

2 representatives

British Columbia

6 representatives

Alberta and Saskatchewan

2 representatives

Manitoba and Saskatchewan

2 representatives

Quebec

6 representatives

Atlantic

1 representative