September 30, 2023


Moving Forward

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Strategic partnership combines reducing-edge technological know-how and know-how to supply personalized fiscal solutions for buyers across Canada

WINNIPEG, Manitoba & TORONTO, September 07, 2023–(Organization WIRE)–Conquest Preparing Inc. (“Conquest”), a technological know-how system modernizing financial arranging with customized and handy assistance, and Aviso Wealth Inc. (“Aviso”), just one of Canada’s most significant independent wealth administration firms, now introduced a partnership to offer Conquest’s major engineering to Aviso’s credit rating union partners. This collaboration will offer you Aviso’s credit score union companions obtain to modern sources, letting them to carry out an increased and personalised tactic to accomplishing investors’ monetary targets.

Aviso’s credit score union partners will have obtain to Conquest’s slicing-edge, technological know-how-enabled organizing instruments, empowering their users to make knowledgeable investing choices as they function to their unique economical aspirations. A crucial ingredient of the collaboration entails integrating Conquest’s Strategic Advice Supervisor (SAM), a function run by artificial intelligence (AI), to suggest sensible monetary choices primarily based on a client’s unique problem. With SAM, Aviso’s credit score union companions can incorporate money approach very best techniques, company intelligence, and consumer sentiment to produce customized tips.

As a trusted associate to the majority of credit unions throughout Canada, Aviso’s collaboration with Conquest reinforces its motivation to providing them with a extensive suite of wealth expert services. Aviso has selected Conquest’s proprietary solutions to guidance our advisors in growing their organizations, offering more benefit to their customers and enhancing their prosperity supplying. The partnership brings alongside one another the companies’ shared devotion to innovation and modernization with an unwavering motivation to empowering advisors and buyers alike.

“This partnership will further empower our credit union associates and their advisors to supply the qualified money organizing their associates be expecting, leveraging modern day electronic setting up and tips instruments to generate extensive-time period money wellbeing,” said Wanda Frisk, Senior Vice President and Head of Credit score Union Prosperity Management at Aviso. “Conquest’s sophisticated technologies and dedication to bolstering fiscal advisors’ abilities seamlessly align with our individual endeavours to increase the economical health and effectively-currently being of Canadians via our partnership with credit unions.”

With much more than CA$110 billion in belongings under administration and management (AUA and AUM), Aviso’s extensive featuring incorporates expenditure and insurance plan-centered platforms that supporting credit history unions alongside with a large range of portfolio professionals, investment sellers, insurance policies and believe in businesses, and independent brokers throughout Canada.

“We are enthusiastic about the probable that this collaboration brings,” included Dr. Mark Evans, founder and CEO of Conquest Planning. “Alongside one another, Conquest and Aviso will provide an increased selection of investors throughout Canada entry to personalised and professional steerage on their journey in the direction of fiscal good results.”

For extra data about Conquest’s intuitive and progressive economic setting up software package alternative, make sure you pay a visit to

About Conquest Preparing

Conquest Planning is Canada’s top monetary scheduling software package organization with a intent-driven strategy to providing economical suggestions. The solution-led business is built on the foundational belief that every one human being warrants accessibility to good fiscal tips. Users of Conquest Planning leverage its intuitively developed merchandise, basic onboarding system, and knowledge-pushed synthetic intelligence to speed up the delivery of wonderfully built, hyper-personalised fiscal ideas. Founded in 2018, Conquest Setting up was launched by a crew of money technological know-how veterans whose keep track of file of achievements spans over 30 yrs in the money scheduling application place. For additional information and facts, stick to Conquest on Twitter, LinkedIn and YouTube.

About Aviso

Aviso is the reliable wealth management spouse for nearly all Canadian credit rating unions. With around $110 billion in overall assets below administration and administration, we’re a foremost wealth products and services provider for the Canadian financial field. Our built-in prosperity management solutions, courses and know-how support holistic suggestions, and give credit score unions an edge in a competitive industry: we enable them keep tempo with evolving engineering, member expectations, and regulatory specifications. Our investment vendor and mutual fund supplier and our insurance companies help thousands of financial commitment advisors. Our asset supervisor, NEI Investments, specializes in responsible investing. Our on the web brokerage, Qtrade Immediate Investing, empowers self-directed traders, and our thoroughly automated investing assistance, Qtrade Guided Portfolios, serves buyers who choose a hands-off tactic. Aviso Correspondent Associates gives custodial and carrying broker expert services to a extensive range of companies together with portfolio professionals and insurance policy corporations. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re very pleased to ability businesses that empower investors. For additional information and facts pay a visit to

Aviso Prosperity Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Prosperity LP, which in change is owned 50% by Desjardins Fiscal Holding Inc. and 50% by a confined partnership owned by the five Provincial Credit score Union Centrals and The CUMIS Team Restricted. The next entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (like Credential Securities, Qtrade Immediate Investing, Qtrade Guided Portfolios, Qtrade Advisor and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance policies Companies Inc., Credential Money Strategies Inc., and Northwest & Ethical Investments L.P.

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StreetCred PR
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Meaghan McNichol
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Emma Smith
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For Aviso:
David Rutherford
VP Communications and Sustainability
[email protected]