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Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

October 25, 2022

WINNIPEG, TORONTO, and MONTREAL, October 25, 2022 — Wellington-Altus Financial Inc. (Wellington-Altus) and Conquest Planning Inc. (Conquest) announce the launch of Conquest’s leading-edge artificial intelligence wealth planning software to support Wellington-Altus advisors in delivering personalized wealth planning solutions to existing and prospective clients.

“This is an exciting opportunity to partner with a best-in-class platform to support our clients‘ evolving wealth planning needs faster than ever,” said Michelle Connolly, Senior Vice-President, Advanced Wealth Planning Group, Wellington-Altus Private Wealth. “The outcome is a solution that delivers personalized information with cross-generational appeal for our clients. It’s the ideal intersection of sophisticated human wealth planning facilitation and powerful technology.”

Conquest’s proprietary algorithm uses client-tailored data to deliver, in seconds, ranked strategies from a broad universe of options. This enables Wellington-Altus advisors to provide meaningful wealth solutions faster and more accurately, including drafting projections during new client onboarding and stress-testing proactive strategies to address clients’ life transitions.

“We are committed to investing in tools and technology that enable our advisors to be more efficient,” said Jordy Chilcott, President, Wellington-Altus Private Wealth. “This partnership is an example of how we, as an industry leader, continue to bring the best to our advisors and their clients.”

Stacie Calder, VP Sales and Marketing, Conquest Planning Inc. comments, “It’s a pleasure to partner with forward-thinking firms like Wellington-Altus Private Wealth. They are forging ahead implementing the next generation of advice delivery, modernizing both their partner and end client experience.”

About Conquest Planning Inc.

Conquest Planning Inc. is the engine powering the most innovative financial advice technology across Canada. Conquest delivers personalized, prioritized financial planning strategies that help financial advisors and their clients see what possibilities exist for their financial future. They believe a goals-based approach to financial literacy, delivered through a human-centered, digital experience will increase the number of people who benefit from financial advice. Available in Canada and the U.K., Conquest was founded in 2018 by a team of financial planning and technology experts. To learn more, visit conquestplanning.com.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth — the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful entrepreneurial advisors, portfolio managers, and high-net-worth clients.

*Investment Executive 2022 Brokerage Report Card.

For Media Inquiries:

Lisa Leveille
Vice-President, Marketing
Wellington-Altus Private Wealth
236.326.4139
[email protected]

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Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

November 30, 2023

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated wealth management firm*, today announced the appointment of Andrew Marsh to its Board of Directors. Wellington-Altus has grown its assets under administration (AUA) to over $25 billion since its genesis in April 2017 and continues to strategically expand its advisory team to support the firm’s parabolic growth.

2023 Fall Economic Statement

November 22, 2023

On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements.

November Market Insights: Riding The Bull In The Midst Of Chaos

November 8, 2023

In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in late 2022, the recent correction at 4600 might seem unnerving. Yet, like the hopeful message in Steely Dan’s song Any Major Dude Will Tell You, we should maintain our resilience, knowing that things will eventually fall together again.

Financial Literacy and Children: Keep it Relatable at Every Age

November 2, 2023

How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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