Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
July 7, 2020 (Toronto, Canada) — Pascal Financial, an emerging wealthtech leader, has announced the full-time appointment of investment industry leader Howard Atkinson as Chief Business Officer. As the wealth management industry grapples with changes accelerated from COVID-19, Atkinson will focus Pascal’s team on rapidly deploying it’s fully integrated wealthtech platform across three key wealth industry markets: IIROC & MFDA Dealers, Portfolio Managers and Financial Advisors.
Atkinson, who initially joined the Pascal team in March as Chief Strategic Advisor, will report directly to Pascal’s CEO in his new role and oversee a highly experienced management team. Recognized as an innovation leader within the investment industry for more than three decades, Atkinson will be building on a series of major milestone announcements over the first two quarters of 2020 and fuel Pascal’s growth as it delivers the integrated digital technology advisors need for success in a socially distanced business environment.
“I am delighted to announce that Howard will be joining our dynamic team in a full-time capacity,” said Frances Zomer, CEO of Pascal. “He is a proven entrepreneur and will provide leadership and expertise in sales, marketing, business development and corporate strategy. Our team is built around talented individuals with deep expertise and relationships, and Howard’s incredible vision and leadership will help them accelerate our growth in key markets.”
“I am really looking forward to working with the Pascal team as it becomes the wealthtech leader in North America,” said Atkinson. “As an advisor to Pascal over the past four months, I quickly recognized what an amazing management team Pascal has and how powerful the technology platform is. A client’s financial world can be quite complex. Advisors need wealthtech solutions to run effective, efficient and compliant practices which empower wealth professionals to help their clients achieve their life goals.”
About Pascal Financial
Pascal Financial designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, InvestorEQ behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools including mobile app, Pascal makes the advisor’s world better.
Learn more at: www.pascalfinancial.com
Media Contact
Douglas Anweiler, VP, Marketing
(416) 898–3144
