Kelowna, BC February 1, 2010
Pareto Platform is pleased to announce that we are teaming up with Microsoft to create a best of breed Client Relationship Management (CRM) system for the wealth management sector.
“This new solution will be a game changer,” said Duncan MacPherson, Co-CEO of Pareto Platform. “By integrating our full suite [...]
Press Releases
Pareto Platform and Microsoft Dynamics CRM
Wednesday, February 3rd, 2010
Posted in General |
Pareto Systems Creates Lifeline for Financial Advisors
Monday, April 20th, 2009
For Immediate Release
March 1, 2009
Pareto Systems Creates Lifeline for Financial Advisors
British Columbia, Canada. In response to the current harsh climate where many Financial Advisors are struggling to maintain their practice, Pareto Systems has launched a short-term intensive coaching program that addresses the most vital aspects of a Financial Advisor’s client relationships. Pareto Systems is so [...]
Posted in General |
Athletes Against Autism
Thursday, June 12th, 2008
Athletes Against Autism
May 2008
FOR IMMEDIATE RELEASE
PRO ATHLETES HELP DRIVE AUTISM CLOSER TO A CURE AT THE INAUGURAL CANADA ATHLETES AGAINST AUTISM GOLF TOURNAMENT AUGUST 10 - 11
Current & Former NHL Stars including Olie Kolzig, Scott Mellanby, Byron DaFoe, Mike Vernon, Chuck Kobasew and Todd Simpson are Among Those Expected to Tee Off in Support [...]
Posted in General |
Breakthrough Business Development
Thursday, June 12th, 2008
Media Release
September 2007
For Immediate Delivery
Plan your success with 90 days and four steps to attract clients and increase your business income
Breakthrough Business Development: A 90-Day Plan to Build Your Client Base and Take Your Business to the Next Level By Duncan MacPherson and David Miller
We’ve all heard the maxim: 80 percent of business comes from [...]
Posted in General |

