Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada
Conquest Planning, 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, 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.
“Conquest’s advanced technology and commitment to bolstering financial advisors’ capabilities seamlessly align with our own efforts to improve the financial health and well-being of Canadians through our partnership with credit unions.”
Aviso’s credit union partners will have access to Conquest’s cutting-edge, technology-enabled planning tools, empowering their members to make informed investing decisions as they work towards their unique financial aspirations. A key element of the collaboration involves integrating Conquest’s Strategic Advice Manager (SAM), a feature powered by artificial intelligence (AI), to suggest smart financial decisions based on a client’s individual situation. With SAM, Aviso’s credit union partners can combine financial strategy best practices, business intelligence, and client sentiment to deliver tailored recommendations.
As a trusted partner to the majority of credit unions across Canada, Aviso’s collaboration with Conquest reinforces its commitment to providing them with a comprehensive suite of wealth services. Aviso has chosen Conquest’s proprietary solutions to support our advisors in growing their businesses, providing more value to their clients and enhancing their wealth offering. The partnership brings together the companies’ shared dedication to innovation and modernization with an unwavering commitment to empowering advisors and investors alike.
“This partnership will further empower our credit union partners and their advisors to provide the expert financial planning their members expect, leveraging modern digital planning and advice tools to drive long-term financial health,” said Wanda Frisk, Senior Vice President and Head of Credit Union Wealth Management at Aviso. “Conquest’s advanced technology and commitment to bolstering financial advisors’ capabilities seamlessly align with our own efforts to improve the financial health and well-being of Canadians through our partnership with credit unions.”
With more than CA$110 billion in assets under administration and management (AUA and AUM), Aviso’s comprehensive offering includes investment and insurance-based platforms that supporting credit unions along with a wide range of portfolio managers, investment dealers, insurance and trust companies, and independent brokers across Canada.
“We are excited about the potential that this collaboration brings,” added Dr. Mark Evans, founder and CEO of Conquest Planning. “Together, Conquest and Aviso will offer an increased number of investors across Canada access to personalized and expert guidance on their journey towards financial success.”
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