InvestorEQ 2.0 Implementing Behavioural Finance in the Financial Advisor Practice InvestorEQ 2.0 focuses on real life applications of behavioural finance for advisors and their clients. We explore trait-based client engagement in detail, and how to use InvestorEQ to prospect clients, increase referrals and build stronger long-term relationships. We will also look at the relationship between […]

Pascal CEO Howard Atkinson Presentation Wealth Management in a Digital World Institute of Advanced Financial Planners 2021 Symposium September 22

Visit the Pascal team in our virtual booth September 22 - 24

Visit our virtual booth at the IAFP Symposium, September 22-24 https://iafpsymposium.ca Howard Atkinson will be speaking on the 22nd on Wealth Management in a Digital World. From risk profiling to integrated platforms, how digital technology is transforming today’s advisor practice. https://iafpsymposium.ca/session/wealth-management-in-a-digital-world

Visit the Pascal team in our virtual booth at the Financial Planning Association of Canada Canadian Advisor Tech Expo November 15 - 17.   Visit the Pascal WealthTech virtual booth here.

Visit the Pascal virtual booth at the Portfolio Management Association of Canada National Conference Thursday, November 18, 2021 Time: 11:00 AM — 4:45 PM.

Visit the Pascal team in our virtual booth at the FP Canada Financial Planning Week Conference November 23 - 25

Learn more about career opportunities at Pascal WealthTech at the TechTO Talent. You can register for the event here: https://ti.to/techtoronto/techto-talent-jan2022

Meet the Pascal team in our virtual booth at the Summit. Organized by Wealth Professional Canada Magazine. Pascal President and CEO Howard Atkinson will be speaking 11:05–11:25 a.m. Wealth management insights: Opening digital doors to personalized advice and engagement  

Pascal WealthTech is a proud sponsor of the 2022 IIAC Annual General Meeting