Business Wire

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

Conquest’s AI-powered solution enables advisors to deepen client relationships with the delivery of hyper-personalized advice

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with Desjardins Financial Security Investments, a leading mutual fund dealer in Canada. Through this collaboration, Conquest’s intuitively designed financial planning platform has become available to nearly 1,400 independent advisors affiliated with the Desjardins Financial Security Independent Network (DFSIN), Desjardins Financial Security Investments (DFSI) and SFL Wealth Management distribution networks across Canada.

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