Press Release: CWB becomes first Canadian Schedule 1 bank to partner with Conquest, elevating the wealth experience
In a continued effort to elevate the private wealth advisory experience for its clients, CWB will be the first Schedule…
Wealth Professional Article: Conquest Eyes Continued Expansion with $7.5M Funding Round
Wealthtech firm receives resounding vote of confidence with additional funding from existing investors Less than 18 months after raising $3…
Betakit Feature: Conquest Planning Secures $7.5M for Financial Planning Software
Josh Scott, betakitWinnipeg FinTech startup Conquest Planning has raised $7.5 million from a trio of existing investors to accelerate its…
Globe & Mail Article: Power Corp.’s Portage Ventures Backs Financial Software Provider Conquest Planning As it Looks to Expand
It took some convincing for Mark Evans to come out of retirement. In 2011, Mr. Evans, the founder and chief…
Advisors Edge Article: Conquest Planning Raises $7.5M to Accelerate Growth
Power Corp. affiliate Portage Ventures is among the startup’s investors Conquest Planning Inc. has raised millions in funding as it…
Investment Executive Article: Conquest Planning Raises $7.5M to Accelerate Growth
Power Corp. affiliate Portage Ventures is among the startup’s investors Conquest Planning Inc. has raised millions in funding as it…
CityWire Canada Article: Wealthtech Firms Spring Into Action as CFR Rules Take Effect
Financial technology companies offer advisors easier ways to track work as know-your-product and enhanced suitability rules ramp up. As Client…
Wealth Professional Article: Getting Canadians Invested in Their Financial Future
Partnering with Conquest Planning, IG Wealth Management advisors give clients greater ownership It’s a frustration that doctors, physical trainers, and…
Video: Conquest Planning Tour
Join us for an exclusive tour of our first-of-its-kind financial planning software. https://www.youtube.com/watch?v=eyVTyrR2lL8
Wealth Professional Article: Conquest and Flinks Take Aim at Financial Planners’ Data Pains
Digitizing and simplifying how financial advice providers gather data from their clients is an important objective for Conquest Planning. Our…
Winnipeg Free Press Article: Right Place at the Right Time
Conquest's financial planning software adopted by IG Wealth with Canada Life on deck A month before the pandemic was official,…
Canada Life Article: Canada Life Partners with Conquest Planning
Plans to roll-out Conquest Planning this summer to create a more collaborative and stream-lined client experience. https://www.canadalife.com/about-us/news-highlights/news/canada-life-partners-with-conquest-planning-plans-to-roll-out-capability-this-summer.html
Press Release: Conquest Planning & d1g1t Strategic Partnership Announcement
Companies Team to Provide Top Analytics and Risk Tools with Leading Financial Planning Solutions to Financial Service Firms, Creating a…
FinTech Impact Podcast: Conquest Planning with Mark Evans & Brad Joudrie
In this 135th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews two members…
Press Release: 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.…
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