Tagged: frances zomer

Pascal Wealthtech Acquires Living Wealth Media Inc, a Digital Relationship Marketing Platform for Wealth Advisors

December 16, 2021 @ 10:04 am By Omar Faridi |

Pascal WealthTech recently announced that it has acquired Living Wealth Media Inc., which is a digital relationship marketing platform built and designed for wealth advisors, “in an all-stock transaction.” As mentioned in an update shared with CI, Living Wealth will continue as “a standalone product,”… Read More

Read more in: Canada, Fintech | Tagged acquisition, financial management, frances zomer, howard atkinson, investoreq, paas, pascal, pascal wealthtech, platform as a service, wealth management, wealth technology, wealthtech

Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms

September 22, 2021 @ 9:00 am By Omar Faridi |

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate… Read More

Read more in: Fintech, Canada | Tagged behavioral finance, canada, financial management, frances zomer, howard atkinson, investoreq, pascal wealthtech, startups, tech startups, wealth management, wealth technology, wealthtech