Recognized as an innovation leader within the investment industry for more than three decades, Howard most recently regulatory approval to launch North America’s first major exchange listed Bitcoin fund as the Chairman of 3iQ. He pioneered actively managed ETFs in Canada as former President of Horizons ETF Management and the introduction of iShare ETFs into Canada at Barclays Global Investors Canada. Howard’s industry experience includes investment advisory and capital markets, positions at CI Funds and Mackenzie Investments and an advisor to Wealthbar. He is also the past founding chairman of the Canadian ETF Association, a past president of the CFA Society Toronto and has authored several of books on ETFs, including The New Investment Frontier: A Guide to Exchange Traded Funds for Canadians.
“Howard is a distinguished executive with a deep knowledge of investment advisors and wealth advisory firms,” said Frances Zomer, CEO of Pascal. “Howard’s appointment is a further validation of our game changing technology and the team we’ve put in place to deliver the change. As an entrepreneurial leader, Howard will provide strategic direction to amplify Pascal’s growth and industry transformation as advisors who use technology will replace those who do not.”
“In this new decade, the role of the advisor is changing to a focus on growing stronger, deeper and in-tuned client relationships,” said Howard. “Advisors and wealth management firms are searching for a sophisticated and integrated technology platform that delivers a bespoke customer experience. Pascal’s technology adds value across the full spectrum of wealth stewards, from fee-only financial planners to the financial advisory channel, to the high-net worth private counsel practices.”
The Pascal platform was launched on time and on budget this quarter. In January, Pascal announced Sterling Mutuals with more than 300 advisors and support staff and more than $4B in assets under administration (AUA) as their first client. Pascal is in discussions with numerous other MFDA, IIROC and ICPM registrants to license their technology platform.
About Pascal Financial
Pascal Financial launched the only fully integrated, AI-powered digital wealth management platform built for advisors in Canada in the first quarter of 2020, with future launches planned for the U.S. and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, design-first mentality and robust portfolio management tools, Pascal delivers the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.
Learn more at: www.pascalfinancial.com
Douglas Anweiler, VP, Marketing