CEO Pareto Systems

Meet
Duncan MacPherson

Driven by a deep passion for unlocking potential, Duncan MacPherson steers Pareto Systems in his role as CEO. Together with financial professionals and visionary firms, he is committed to designing businesses that achieve both profitability and purpose.

Duncan, alongside his team, leverages the unique 'The Blue Square Method'-a methodology inspired by best practices-to guide professionals toward discovering their 'Blue Square.' This represents the ideal state where their business activities are in perfect harmony with their passion and purpose.

As a speaker in high demand, he travels extensively throughout North America and around the world, conveying dynamic and fact-rich presentations that have made him a popular spokesperson for the Financial Services industry.

His expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. His primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.

He is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals.

Duncan MacPherson

Our Why

At Pareto Systems, we believe in empowering Financial Advisors to align their passion, mission, profession, and vocation. Our purpose is to restore clarity and create meaningful progress in their business and lives, guiding them toward a work-optional lifestyle. Through our programs, we inspire a balanced, purpose-driven life filled with both personal and professional fulfillment.

Our Mission

To equip Financial Advisors with proven tools and strategies that unlock their potential, enabling them to achieve meaningful results in their businesses while enriching their personal lives

Our Vision

To be the most trusted coaching partner to Financial Advisors worldwide, inspiring them to align their professional success with personal fulfillment. By transforming their practices into efficient, purpose-driven enterprises, we help them achieve the freedom to live life on their terms.
"An exceptional team honors and respects each other's unique contributions while being connected through process all to deliver an unparalleled client experience."

Our Coaching Bench

Marci Fried
Business Consultant and Speaker
Scott Hamilton
Business Consultant and Speaker
Elaine Christakos
Business Consultant
Terry Gronbeck-Jones
Business Consultant
Steve Phillips
Speaker, Business Consultant and Brand Consultant
Jason Westover
Business Consultant
Sherri Palle
Business Consultant
Aaron Grady
Business Consultant
Bridget Vanyo
Business Consultant
Mike "Cy" Cajthaml Jr.
Business Consultant
Jeff Ambrose
Business Consultant
Mike "Cy" Cajthaml Sr.
Business Consultant
"Surround yourself with good people, empower them to strive for excellence, and hold them accountable to building enterprise value."

Advisor Success Team
(Home Office)

Management Team

Tyler Murray
Tyler Murray
Head of Operations
Ryan Weeks
Ryan Weeks
Business Development & Project Manager

Coaching Fit Assessment Team

Richard Hopkins
Richard Hopkins
Consulting Coordinator
Grant Gamble
Grant Gamble
Business Strategist and Consulting Executive

Marketing Team

Andrew Giffin
Andrew Giffin
Digital Outreach Coordinator
Amal Antony
Amal Antony
Toolkit Production Growth Specialist
Mike Lane
Mike Lane
Multimedia Content Editor

Support Team

Terry Robison
Terry Robison
Client Support
Trevor Watkinson
Trevor Watkinson
Client Support

Human Resources

Colette Wagner
Colette Wagner
HR and Administrative Lead

Tech Team

Cody Shiloff
Cody Shiloff
CTO
Darren Hennessey
Darren Hennessey
Director of Application Development
Donald Statham
Donald Statham
Director of Web Development

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