Empowering financial advisors with the only fully integrated, AI-powered wealth management platform in Canada.

With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering 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.

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Prevail

Free Advisor-Client Engagement tools to support advisors through the COVID-19 pandemic

Pascal is here to support advisors during these highly uncertain and challenging times, delivering the technology to provide clients with that important human touch.

Learn more about the Prevail secure client-advisor engagement tools and sign up for the special technology service here.

Solutions for every wealth management professional

Wealth Management Firms

Fully integrated single platform with streamlined compliance & administration

Portfolio Managers

Customized portfolios and advanced analysis tools

MFDA & IIROC Advisors

Groundbreaking InvestorDNA onboarding with modern client engagement tools

With Pascal you finally have

A truly integrated wealth management solution

Streamlined compliance & administration tools

SMA & UMA functionality

AI-powered portfolio management functionality

Professionally managed & customizable model portfolios

Automated rebalancing & tax-loss harvesting

Portfolio comparison tools & investment explorer

Goals-based wealth planning

Omnibus processing

Let’s find out your InvestorDNA

Client engagement that scales with you

  • Groundbreaking InvestorDNA onboarding and profiling tools to better understand your clients

  • Interactive client proposal tools and reports

  • Modern client communication tools that save time, while making you more accesible

  • Education and engagement tools that allow you to tailor your messages to client interests

Team of Industry Veterans

Frances Zomer - CEO

Frances Zomer

CEO

Fotios Saratsiotis - President

Fotios Saratsiotis

President

Sara Hilliard - COO

Sara Hilliard

COO

Taylan Pince - CTO

Taylan Pince

CTO

Yves Rebetez - CIO

Yves Rebetez

CIO

Doug Anweiler - VP Marketing

Doug Anweiler

VP Marketing

Hasani Brissett - Director of Sales

Hasani Brissett

Director of Sales

James McLeod - Program Manager

James McLeod

Program Manager

Howard Atkinson - Chief Strategic Advisor

Howard Atkinson

Chief Strategic Advisor

Andrea Henry - Legal & Tax Advisory

Andrea Henry

Tax Advisory

Chris Macleod - Legal & Corporate Governance

Chris Macleod

Legal & Corporate Governance

Pat Dunwoody - Advisor

Pat Dunwoody

Advisor

Sandra Kegie - Advisor

Sandra Kegie

Advisor

Alain Samson, PhD - Chief Scientist – Behavioural Research

Alain Samson, PhD

Chief Scientist – Behavioural Research

Prasad Ramani – Chief Strategist – Behavioural Finance

Prasad Ramani

Chief Strategist – Behavioural Finance