Canadian wealthtech has grown under Mark Evans, now Brad Joudrie explains the challenges he sees advisors facing and how he wants to address them
Mark Evans is leaving his role as CEO of Conquest Planning Inc. It was announced today that the founding executive of the Canadian wealthtech firm will move into the role of executive chair while the CEO role will be taken up by the firm’s longstanding Chief Revenue Officer, Brad Joudrie. The move comes after significant growth for Winnipeg-based Conquest, which was founded in 2018 and has grown to serve 60 per cent of the Canadian advisor market as well as segments in the US and UK. It now works with more than 60,000 at 1,000 financial institutions. More than 2 million financial plans have been created on the Conquest platform.
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