Conquest Planning Inc.

01/21/2026

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 👇

01/16/2026

By providing actionable recommendations upfront, SAM helps advisors save time during the planning process so they can focus on customizing plans around each client’s unique goals and needs.

Chris Arthur, CEO and CIO of Bold Wealth, explains how SAM streamlines his planning process.

01/09/2026

In case you missed it, in the fall our Chief Product Officer, Ken Lotocki, spoke with Sagard to explore how AI is transforming the delivery of financial advice.
Ken shared why trust and context matter most and why the future of AI may be driven by intelligent agents rather than standalone models.

The conversation also highlighted our ongoing work to further develop SAM, our Strategic Advice Manager, so advisors can spend more time on what matters most: relationships, coaching, and ex*****on.

Read the full interview to learn how we’re shaping the next chapter of advice delivery:

In this month’s issue: Interview with Ken Lotocki, Chief Product Officer of Conquest Planning For this month’s newsletter, we spoke with Ken, CPO of Conquest Planning, about how AI is reshaping the delivery of financial advice and what lessons extend more broadly. Our conversation highlighted th...

01/05/2026

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! 🚀

12/19/2025

From all of us at Conquest Planning, we wish you a wonderful holiday season and a Happy New Year!

Our offices will be closed next week and will reopen on December 29. We appreciate your continued support as we wrap up the year.

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

12/16/2025

Helping clients truly understand their financial plan is key to keeping them on track.

Chris Arthur, CEO & CIO of Bold Wealth Partners, shares how Conquest empowers his team to turn complex financial concepts into clear, actionable insights. Making planning easier for everyone involved.

12/12/2025

In this thought-provoking piece from Investment Executive, our Chief Product Officer Ken Lotocki shares with Jonathan Got why the success of tech rollouts in wealth management hinges on listening, observing, and supporting advisors.

Ken highlights the importance of:
🔹 Journey mapping to understand an advisors day-to-day workflows and how tools can actually fit into an advisor’s world.
🔹 Clear communication of business requirements to avoid misalignment early on.
🔹 Phased, pilot-based deployments (e.g. by region or advisor segment) to reduce disruption and build comfort with change.
🔹 Ongoing collaboration between firms and vendors, including tailored support models (direct support for smaller firms, train-the-trainer for larger ones) and regular check-ins to address feature questions and roadmap planning.

It’s a powerful reminder that rolling out software isn’t just a launch, it’s a partnership.

Read more: https://www.investmentexecutive.com/newspaper_/how-software-vendors-roll-out-tech-tools/

12/10/2025

According to the UK’s Department for Work and Pensions, 43% of working-age adults are not saving enough for retirement, leaving millions to navigate their finances alone. That has led the Financial Conduct Authority (FCA) to propose it’s new targeted support framework, which would give firms more flexibility to offer personalized guidance without crossing into regulated advice and enabling lower-cost support for millions across the UK.

Martin Taylor, Conquest’s Vice-President of Sales and Distribution, EMEA, writes in Professional Adviser about how FCA’s targeted support framework could mark a once-in-generation shift in how financial guidance is delivered to UK investors.

Full article: https://www.professionaladviser.com/opinion/4523056/advice-targeted-support-generation-opportunity

12/08/2025

Chris Arthur, CEO and CIO of Wealth Partners in Toronto, shares in our latest Advisor Spotlight why he chose Conquest to help him better support the needs of his clients.

Thank you, Chris, for all that you do to help provide your clients with a strong financial plan tailored to their unique needs.