About Pascal WealthTech

 

From compliance to competitors, wealth advisors are facing a growing list of challenges. Technology shouldn’t be one of them.

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OUR PURPOSE

 

Designing digital technology to empower financial advisors.

Helping advisors succeed requires a strong sense of purpose, a clear vision, global partners and an experienced team with solid values that are committed to delivering our mission.

  • OUR VISION
  • OUR MISSION
  • CORE VALUES
  • We design wealth management technology that makes the advisor’s world better. Advisors have never faced more challenges — technology shouldn’t be one of them. Better client relationships. Better investment outcomes. Better compliance. Better productivity. Pascal WealthTech helps make advisors and their practices better.
  • To be a wealthtech leader by designing digital technology that makes the advisor’s world better.

  • Innovation

    We continually innovate to grow with our advisors, thinking outside of the box in developing solutions to advisor challenges and ensuring we stay ahead of their needs so they can be better.

    Integrity

    We are the trusted partner of advisors, listening to their needs, acting with transparency and always in their best interests.

    Reliability

    Advisors can count on us to do what we say we’re going to do, when we say we’re going to do it.

    Simplicity

    We harmonize and modernize the advisor practice with simple, easy-to-use solutions that help make advisors better.

    Focus

    We zero-in-on the essential tools advisors need and seamlessly integrate them into an end-to-end platform.

The pascal team

An Experienced Leadership Team

Our leadership team has more than 125 years of experience in both financial services and technology, with a proven history of building innovative companies that have created outstanding shareholder value.

Howard Atkinson CFA, CIMA, ICD.D Chief Executive Officer

Frances Zomer CA, CPA Founder & CFO

Mark Doyle CFA President

Doug Anweiler Chief Brand Officer

Karl Ottywill Chief Operating Officer & Chief Information Officer

Chris Macleod Partner, Cambridge LLP Board Chair

Johann du Plessis LLB, LLM (Tax), Chief Legal Officer

Advisory Board

Thomas Hull Vice President and Portfolio Manager, Echelon Wealth Partners

Chris Nicola Consultant and Advisor, Formerly Co-Founder and CTO of CI Direct Investing (formerly WealthBar)

Tea Nicola CONSULTANT AND ADVISOR, Former Co-founder and CEO of CI Direct Investing (formerly WealthBar)

Randee Pavalow OF Counsel, Corporate Counsel

Kuno Tucker Chief Compliance Officer, PARADIGM CAPITAL

Partnering with Global Leaders.

Pascal integrates our proprietary technology with global leaders in fields from behavioural finance and portfolio management, to data analytics and custody, creating a unique digital platform in the wealthtech industry.

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Join Our Team

If you share our commitment to making digital technology effortless for financial advisors, please drop us a line. We’d love to hear from you about how you can help Pascal achieve our vision.

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