Wellington-Altus Newsroom

Keep up-to-date with our current happenings

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
lisa.leveille@wellington-altus.ca

Share This Article:

Wellington-Altus surpasses $50B AUA, recognized as Canada’s top-rated investment dealer for seventh year

June 3, 2026

Wellington-Altus Financial Inc. has surpassed $50 billion in assets under administration (AUA) in just nine years, and announced that its private wealth division, Wellington-Altus Private Wealth Inc. (Wellington-Altus), has been recognized as Canada’s top-rated investment dealer in the 2026 Brokerage Report Card for the seventh consecutive year.

June Market Insights: America at 250

May 29, 2026

America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the core of global trade and finance; and it still leads the race to build artificial intelligence (AI) as the next digital platform. Yet precisely because American power remains so large, the visible breakdown of the post–Second World War rules-based order has become impossible to ignore. To anyone who has read German historian and philosopher Oswald Spengler’s The Decline of the West (1918), this is not a surprise but a pattern: history is not a straight line of progress. Instead, it is the record of civilizations that rise as living cultures harden into systems and eventually exhaust the moral energy that made them great in the first place. America did not choose this time, but it has been born into it.

May Market Insights: Mastery and the Terror Premium

May 5, 2026

Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation Epic Fury, could do the same for the West by removing Iran’s nuclear shadow, resetting oil toward US$60, and finally unlocking a modern peace dividend.

The Tax You Didn’t See Coming: Phantom Income Explained

April 30, 2026

For direct investments such as stocks and bonds, interest and dividends are taxed in the year in which they are received, and capital gains are taxed in the year in which they are triggered (sold). This results in a straightforward tax effect whereby the investor receives investment income and pays the appropriate amount of tax on a portion of the proceeds. With indirect ownership of securities, for example where an investor owns stocks indirectly through a mutual fund or an ETF, the tax situation may not be as simple.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

©2026 Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc, Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca