Conquest Planning Partners with IG Wealth Management to Provide Canadians With Enhanced Financial Advice

Company also announces investment from IGM Financial to help fuel its growth

WINNIPEG, MB, June 17, 2020 /CNW/ – Conquest Planning Inc. (Conquest) today announced that IG Wealth Management (IG) has become the first financial services company to select its modern financial planning platform.  The partnership will allow IG to enhance the firm’s ability to provide industry leading financial advice to clients. 

Conquest’s state of the art digital application will use artificial intelligence and real-time collaboration to help IG Wealth Management’s advisors and clients work together to navigate through the complexities of planning for today and tomorrow and create personalized IG Living Plans.   It is a modern, accurate and responsive financial planning software solution with interactive capabilities that allow advisors to tailor strategies to a client’s unique needs.

“The benefit of experience, hindsight and new technologies has provided the team at Conquest the ability to build our solution from the ground up,” said Dr. Mark Evans, President & CEO, Conquest Planning. “We designed Conquest to deliver the highest level of support for the ever-changing needs of the financial services industry.  It provides an outstanding advisor and client experience.”

The Conquest application was built by the experts who originally founded Emerging Information Systems Inc. (EISI), a leading financial planning software firm. Since announcing its Seed Round earlier in 2020, Conquest has not deviated from their ethos – to ‘get more investors into financial plans’. 

“Our focus is on strengthening our clients’ sense of financial well-being so they can confidently embrace all of life’s possibilities,” said Jeff Carney, President and CEO, IG Wealth Management & IGM Financial. “We’re excited to be the first to leverage Conquest’s new, innovative platform as we continue to provide clients with a tailored and holistic approach to financial planning.” 

Conquest and IG Wealth Management plan to begin rolling out the application during Fall 2020.

Further, Conquest also announced that it has secured seed funding from IGM Financial (the parent company of IG Wealth Management) to further the company’s growth and expansion.

“We’re also delighted to be expanding our relationship with Conquest through an ownership stake in the company,” stated Mr. Carney.  “Both organizations share a commitment to helping ensure as many Canadians as possible have a financial plan.  IGM Financial is very much looking forward to helping contribute to Conquest’s ongoing momentum.”

About Conquest Planning, Inc.
Conquest Planning, Inc., founded in 2018, believes the efficient delivery of prioritized financial planning strategies to consumers and financial advisors will build a better advice model.  Better educated consumers/advisors will increase the number of people who engage in financial advice, driving a more literate financial future.  Available in Canada, and the U.K., Conquest was created by a team of financial planning and technology entrepreneurs. To learn more, visit www.conquestplanning.com.

SOURCE Conquest Planning

For further information:

Brad Joudrie, Chief Revenue Officer, Conquest Planning

905-517-8479

brad@conquestplanning.com