Business Wire

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

Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada

WINNIPEG, Manitoba & TORONTO--(BUSINESS WIRE)--Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, today announced a partnership to provide Conquest’s leading technology to Aviso’s credit union partners. This collaboration will offer Aviso’s credit union partners access to innovative resources, allowing them to implement an enhanced and personalized approach to achieving investors’ financial goals.

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