Wellington-Altus uses the next evolution of Conquest Planning’s wealth planning software to enhance the advisor and client experience. | Job Binary


WINNIPEG, MB, TORONTO and MONTREAL, October 25, 2022 /CNW/ – Wellington-Altus Financial Inc.Wellington-Altus) and Conquest Planning Inc. (Conquest) announces the launch of Conquest’s advanced artificial intelligence wealth planning software to support. Wellington-Altus advisors are delivering personalized wealth planning solutions to existing and prospective clients.

“This is an incredible opportunity to partner with a best-in-class platform to support our clients’ wealth planning needs faster than ever before,” he said. Michelle Connolly, Senior Vice President of the Advanced Wealth Planning Group at Wellington-Altus Private Wealth. “The result is a solution that provides personalized information for our clients with cross-generational appeal. It’s the perfect intersection of powerful technology and the simplification of complex human resource planning.”

Conquest’s proprietary algorithm uses client-tailored data to deliver ranked strategies in seconds from a vast universe of options. This allows Wellington-Altus advisors provide faster and more accurate wealth decision making, including projecting new client onboarding and stress-testing proactive strategies to address client life transitions.

“We are ready to invest in tools and technologies that allow us to increase the efficiency of our consultants,” he said. Geordie Chilcott, President, Wellington-Altus Private Wealth. “This partnership is an example of how we can continue to deliver the best to our advisors and their clients as an industry leader.”

Stacey CalderConquest Planning Inc., Vice President of Sales and Marketing, said: “It is a pleasure to partner with forward-thinking firms like Wellington-Altus Private Wealth. They are driving the introduction of the next generation of advisory, modernizing the partner and end-client experience. .

Conquest Planning Inc. about

Conquest Planning Inc. is the engine that powers the most innovative financial advice technology Canada. Conquest offers personalized, priority financial planning strategies that help financial advisors and their clients see what options are available for their financial future. They believe that a human-centered, goal-based approach to financial literacy delivered through a digital experience will increase the number of people who benefit from financial advice. Available Canada and in the UK, Conquest was founded in 2018 by a team of financial planning and technology experts. For more information, visit conquestplanning.com.

Wellington-Altus Financial Inc. about

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company of Wellington-Altus Private Counsel and Wellington-Altus Private Wealth, the world’s top-rated* wealth advisory firm. Canada and one of Canada Best Managed Companies. more than $20 billion in administrative and office assets across the country, Wellington-Altus matches successful business advisors, portfolio managers and high net worth clients.

*Investment Executive 2022 Brokerage Report Card.

SOURCE Wellington-Altus Financial Inc.

For more information: For media inquiries: Lisa Leveille, Vice President of Marketing, Wellington-Altus Private Wealth, 236.326.4139, [email protected]



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