Meet the Pascal WealthTech team in Booth 226 at the Canadian Credit Union Association National Conference. Visit the Pascal WealthTech CCUA virtual booth HERE.

The power of the behavioural approach to investor-advisor engagement  Led by Mark Doyle, CFA, Executive Vice President, Client Experience and InvestorEQ Leader at Pascal WealthTech, this session is an introduction to behavioural finance in the advisor practice, and the compelling case for financial advisors to better understand how clients think and make financial decisions. Human […]

Behavioural finance has become a top priority in wealth management. From the Capgemini 2022 Top Trends in Wealth Management to the Russell Investments Value of an Advisor report, behavioural finance has been identified as the top priority for wealth management. But many firms are struggling with how to systematize behavioural finance and integrate it into […]

Pascal President & CEO Howard Atkinson will be a panelist on "The Value of Advice: Articulating and Demonstrating Your True “Alpha” to Clients and Prospects" session at the WealthStack Canada conference. The Value of Advice session will focus on the following core topics: Aside from pure performance and returns, what are some of the most […]

InvestorEQ provides a treasure trove of behavioural insights to help financial advisors engage and coach their clients. But what are the best practises to guide advisors as they mine these insights? Prasad Ramani, one of the top global leaders in the practical application of behavioural insights, will lead this highly informative and actionable session on […]