Pascal Alonzo, CFP, FMA, FCSI, is an experienced financial professional who has held various senior roles in the financial planning industry. With a background in mathematics from York University, Pascal has worked at companies such as Richardson Wealth, Raymond James Ltd., BMO Financial Group, and National Bank of Canada. Pascal's expertise includes financial planning, investment and retirement planning, tax & estate planning, and providing financial advisory solutions to high net worth clients. Throughout their career, Pascal has demonstrated a strong ability to build client relationships and provide comprehensive financial planning support.
June, 2022 - present
December, 2019
Project Finance Manager - R&d at AstraZeneca
Strategic Marketing Director, Client Connectivity at Intel
Vice President Of Channel Sales - Successfactors, Digital Supply Chain & Customer Experience(apj) at SAP
Director Client Management at Microsoft
Sr. Manager | Customer Success at SPS Commerce
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