ABOUT DARTIX

    Built in a practice,not a boardroom.

    Every workflow, automation and proposal in Dartix was built to solve a problem a practising advisor actually hit that week. This is not software designed in theory.
    THE TEAM

    Built and backedby people who've done this.

    Two founders who lived the problem and built the platform, a leadership team that runs it, and an advisory board that has run this industry from the inside.
    FOUNDERS
    Dave Watson, Founder and Chief Executive Officer of Dartix

    Dave Watson

    Founder & Chief Executive Officer

    Founder of Dartix and a Top 3 insurance advisor in Canada through HUB Financial. With more than 30 years of experience across insurance, wealth management and financial planning, Dave has built a career helping clients and advisors achieve better outcomes. Having experienced the operational challenges advisors face first hand, he founded Dartix to create a platform that simplifies growth through AI, automation and intelligent systems. Today he leads the company's vision and strategy, ensuring every feature is built around the real world needs of financial professionals.

    Cameron Williams, Founder and Chief Technology Officer of Dartix

    Cameron Williams

    Founder & Chief Technology Officer

    Founder of Dartix and lead architect behind the platform, having built the system from the ground up. A Senior AI Engineer with over 10 years of experience, Cameron specializes in AI, automation and scalable software systems. He graduated from Tuskegee University and leads the ongoing development and innovation of the Dartix platform.

    THE DARTIX TEAM
    Romel Dhalla, President of Dartix

    Romel Dhalla

    President

    17 years in wealth management with BMO Nesbitt Burns and National Bank Financial, and founder of Blumont Business Acquisition Partners - an SME private equity firm. He currently serves on the board of the Montreal Economic Institute and as President of the Indo-Canada Business & Professionals Association. Romel has served on the Honorary Board of Special Olympics Manitoba and on the boards of the University of Manitoba, St. Boniface Hospital and CancerCare Manitoba. He is also a Distinguished Alumni of the University of Manitoba.

    Jason Pusiewich, Chief Operating Officer at Dartix

    Jason Pusiewich

    Chief Operating Officer

    Jason began his career in financial services in 1998 at one of Canada's top life insurers. He then spent 23 years at two major Canadian banks, specializing in complex credit and debt structuring for high-net-worth families and commercial enterprises. Now serving as Chief Operating Officer at Dartix AI, Jason balances his leadership role with family travel and cabin time.

    Yuri Galvao, Chief Information Officer and Tech Lead at Dartix

    Yuri Galvao

    Chief Information Officer & Tech Lead

    Over 4 years of experience building software and AI systems in the cloud. Throughout his career he has designed dozens of voice agents and chatbots, led core software engineering projects, helped train language models, and coached interns and junior engineers while supporting project managers to deliver reliably. As Chief Information Officer and Tech Lead, he focuses on AI infrastructure, system reliability, and scalable architecture, bringing a decade of leadership and resilience from his military service as a commissioned officer.

    Blessing Etuk, Vice President of Customer Success at Dartix

    Blessing Etuk

    Vice President, Customer Success

    A background in SaaS customer success and operations. Blessing is passionate about building strong client relationships, delivering exceptional customer experiences and helping customers achieve lasting success. At Dartix she partners with financial advisors throughout their onboarding journey, ensuring they seamlessly adopt the platform and maximize the value of its AI powered solutions.

    Rabiah Mahmood, Vice President of Implementation at Dartix

    Rabiah Mahmood

    Vice President, Implementation

    Over 10 years of experience in client facing roles across investment banking, financial services and client relationship management. Throughout her career she has built a reputation for delivering exceptional client experiences, managing complex relationships and helping businesses achieve meaningful outcomes. At Dartix, Rabiah partners with financial advisors throughout their onboarding journey, ensuring they successfully adopt the platform and maximize the value of its AI powered solutions.

    Peace Maikasuwa, Technical Executive Assistant at Dartix

    Peace Maikasuwa

    Technical Executive Assistant

    Six years supporting founders and executives across operations and customer success, with hands-on experience building AI agents, automation workflows and API integrations. Peace is CompTIA SecAI+ certified and brings an AI security lens to everything she touches. At Dartix, she supports Cameron Williams, Founder and Chief Technology Officer, managing his priorities, coordinating across teams and keeping development moving so the platform keeps delivering for financial advisors.

    ADVISORY BOARD
    Ian Fish, Dartix Advisory Board

    Ian Fish

    Technology Executive & Former CIO

    Decades of experience in enterprise transformation, cybersecurity, data and technology strategy across critical infrastructure, healthcare and the public sector. As Vice President, Digital & Technology at Manitoba Hydro he led enterprise technology and cybersecurity modernization, including five consecutive years with zero major cybersecurity incidents across critical infrastructure. Previously CIO of the Winnipeg Regional Health Authority, with senior roles at IBM, TELUS Health, Accenture and Oracle, he led large scale healthcare transformation involving privacy, digital identity, data sharing, governance and clinical systems. He now advises executives and boards on AI adoption, cybersecurity, data strategy, governance and enterprise technology modernization.

    Hugh Moncrieff, Dartix Advisory Board

    Hugh Moncrieff

    Senior Insurance Industry Executive, Canada

    A senior financial services executive with over 35 years of leadership experience. Formerly Executive Vice President of Advisory Network & Industry Affairs at Canada Life, he has led advisor distribution, wealth management and industry strategy at one of Canada's largest financial institutions. His executive leadership and strategic insight help shape the future direction of Dartix.

    Michael Lackey, Dartix Advisory Board

    Michael Lackey

    Senior Insurance Industry Executive, USA

    More than three decades leading, scaling and modernizing businesses across insurance, wealth management, distribution, technology and strategy. He previously served as a Senior Vice President at New York Life, where he led a $150M cross functional organization focused on advisor productivity and growth, spanning operations, technology, data, digital products, training, financial planning and advanced markets. Today Michael advises Bain & Company's Financial Services Practice and works with emerging companies at the intersection of financial services, distribution and technology.

    INSIDE THE FOUNDER'S PRACTICE

    What it did for the practicethat built it.

    Dartix is not a product we demo and then go home. It is the platform the founding advisory practice runs on, and these are its own measured outcomes.
    $2.5M → $5M
    Annual life insurance production, moving toward a $5M run rate
    $1M to $2M
    Additional annual production expected from the Alberta expansion
    Hours → minutes
    Proposal preparation time, end to end
    Full client intelligence before every meeting
    Planning quality lifted by integrated technical knowledge
    Advisor productivity gained back through automation
    Figures describe the founding advisory practice's own production and internal measurements, including a forward-looking expectation for the Alberta expansion that has not yet been realised. They are provided to show what the platform was built against, not as a representation of what any other advisor will achieve. Individual results vary with market, licensing, offer and effort.
    Where it runs
    The founder's own practice
    Dartix runs this book of business daily
    Live
    Ontario
    Core advisory operation
    Running
    Alberta
    Expansion underway
    Scaling
    OUR MISSION

    To help advisors build larger, stronger and more valuable businesses through one integrated operating platform.

    The industry offers excellent individual tools. None of them work together to build a complete advisory business, and none of them are accountable for whether yours actually grows. Dartix was built to change that.

    It started as the operating system for one real financial planning practice. It is still used there every day. That is the standard every feature has to clear before it ships to anyone else.

    HOW WE OPERATE

    Five things wedon't compromise on.

    Each of these has cost us a feature we wanted to ship. That is what makes them principles rather than marketing.

    The advisor stays the advisor

    Dartix handles the response, the scheduling and the drafting. The advice, the relationship and the close are never automated away. When a competitor puts a call centre in the loop, we put you in it, because the prospect can tell the difference, and so can the regulator.

    Compliance is not optional

    CIRO 3800/3900 and PIPEDA are built into every draft and every script by default, not bolted on later.

    You own the asset

    Your ad account, your leads, your client data. If you leave, all of it goes with you. We don't hold your pipeline hostage.

    Speed is the whole point

    If a feature doesn't make the lead-to-meeting path faster, it doesn't ship.

    SEE IT FOR YOURSELF

    Judge us by what it doesfor your practice.

    Book Your Demo →
    Built by advisors, for advisorsYour ad account, your leads