Conquest Planning Inc.
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Financial Planning made easy
Advisors are adopting modern technology to better serve clients, and Conquest is at the center of this change.
This video offers an inside look at the Conquest platform and its key features, showing how advisors use it to work more efficiently, reach more clients, and elevate financial planning conversations.
Check it out below 👇
One of the most common questions clients ask about retirement is: “Will I be okay?”
Chris Arthur, CEO and CIO of Bold Wealth, shares how using Conquest helped him give a couple clarity and confidence in their financial future, turning uncertainty into peace of mind.
12/31/2025
2025 was an extraordinary year for us at Conquest Planning!
We’re proud to have earned 12 industry awards recognizing our commitment to transforming financial advice delivery through innovation. Some highlights include:
🏆 WealthTech Service Provider of the Year at the Wealth Professional Canada Awards
✨ Best Innovation in Financial Planning Technology at the Datos Insights Impact Awards
🚀 Tech Company of the Year at Tech Thursday’s Manitoba Technology Awards
💎 Technology Providers – Financial Planning Award at the WealthManagement.com Industry Awards
🍁 Ranked 64th in The Globe and Mail Report on Business Canada’s Top Growing Companies list
📈 Ranked 46th in the Deloitte Canada Technology Fast 50
📊 Ranked 150th in the Deloitte Technology Fast 500
🌐 Named to CB Insights Fintech 100
…and many more!
A huge thank you to our incredible clients, partners, and team for helping us push the boundaries of what’s possible in financial planning. Here’s to an even bigger 2026! 🚀
12/18/2025
We’re seeking a Senior Software Developer to join our talented development team!
In this role, you’ll take on key responsibilities such as coding assignments, reviewing code for accuracy and functionality, refining requirements, and creating design plans.
If you have experience in the financial services industry and thrive in an agile environment, this could be the perfect opportunity for you to help shape the future of financial planning technology.
Read more about the role and how to apply: https://conquestplanning.com/en-ca/careers
Click here to claim your Sponsored Listing.
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Address
800/330 St. Mary Avenue
Winnipeg, MB
R3C3Z5
