Pascal Executive Vice President Mark Doyle talks with Wealth Professional Canada Magazine about the limitations of the traditional KYC process, and how going beyond helps client engagement.
In Investment Executive, Frances Zomer talks about what Atkinson, the former president of Horizons ETFs Management (Canada) Inc., brings to Pascal. Read The Full Article
Coverage in Investment Executive on the launch of Pascal’s InvestorEQ behavioural finance tool as a standalone product for advisors. Read The Full Article
In this Wealth Professional Canada Magazine story, Pascal WealthTech President Mark Doyle urges advisors to rethink their approach to investor risk tolerance. READ THE FULL ARTICLE