Worldsource Wealth Management Launches Conquest Planning’s Intuitive Financial Planning Solution


Receive instant alerts when news is published about your stocks. Claim your one week free trial for StreetInsider Premium here.


MARKHAM, Ontario, May 31, 2022 (GLOBE NEWSWIRE) — Worldsource Wealth Management Inc. (Worldsource), a subsidiary of Guardian Capital Group Limited (Guardian), today announced the launch of cutting-edge financial planning from Conquest Planning ( Conquest) the solution. In December 2021, Guardian entered into a partnership with Conquest to bring AI-powered technology to its entire wealth management segment. This is the first phase of the launch, which will continue until 2022.

73 per cent1 of Canadians who receive financial advice say they feel more hopeful about their financial future. Conquest Planning’s flexible, data-driven technology helps advisors meet this need by enhancing their ability to deliver highly personalized plans that reflect their clients’ overall financial well-being.

“Leveraging this innovative tool is another way we’re empowering advisors to work more effectively with clients to find the best strategy to achieve their financial goals,” said Doce Tomic, president and chairman of the board, Worldsource. “We believe in the added value of this platform and are proud to offer it as a concessionaire and to be the first general management agency (MGA) to sign a partnership agreement with Conquest. »

Conquest’s digital assistant, dubbed SAM (Strategic Advice Manager), enables advisors to use data to create and prioritize strategies in real time with their clients, deepening the collaborative relationship and improving financial literacy.

“The landscape of financial services advice is changing around the world. Advisors expect tools and platforms to make their jobs easier and more efficient, and clients expect higher levels of customization,” said Mark Evans, CEO of Conquest Planning. “It’s exciting to partner with innovative companies looking to chart the way forward, and we’re excited about our partnership with Worldsource.”

The software simplifies and streamlines the advisory process, enabling advisors to develop better financial plans faster. It uses AI and an open API to create custom solutions for customers, allowing them to create custom plans faster and more efficiently than ever. This allows the advisor to spend less time planning and more time advising clients.

“Innovation is the future of the financial industry,” said Mr. Tomic. “This is just one of the opportunities we look forward to rolling out as part of a broader strategy to support our advisors and their clients. As wealth management continues to rapidly evolve, we are proud to lead the way by partnering with forward-thinking partners like Conquest.

About Worldsource Securities Inc.

Worldsource Wealth Management Inc. (WWM) is a fully integrated wealth management company focused on financial prosperity and a wholly owned subsidiary of Guardian Capital Group Limited, a diversified financial services company founded in 1962. It is composed of: Worldsource Financial Management Inc. (WFM), an independent mutual fund dealer regulated by the Mutual Fund Dealers Association of Canada (MFDA); Worldsource Securities Inc. (WSI), a full-service investment dealer and member of the Investment Industry Regulatory Organization of Canada (IIROC) and CIPF (Canadian Investor Protection Fund); and IDC Worldsource Insurance Network Inc. (IDC WIN), one of Canada’s largest managing general life insurance agencies.

For more information about Worldsource Wealth Management, please visit: worldsourcewealth.com.

About Conquest Planning

Conquest Planning is Canada’s leading financial planning software company with a goal-oriented approach to providing financial advice. The company is founded on the fundamental belief that every person deserves access to excellent financial advice. Conquest Planning users leverage the intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Founded in 2018, Conquest Planning was founded by a team of FinTech veterans with a track record of success spanning over 30 years in financial planning software.

For media inquiries:

Guardian Capital Group Ltd.Angela Shim(416) 947-8009[email protected]guardiancapital.com

Conquest PlanningStephanie Barbosa(416) 527-2259 [email protected] conquestplanning.com

__________________________________1 FP Canada, https://fpcanada.ca/images/default-source/fptoolkit/2021-financial-stress-index-infographic.png?sfvrsn=ec0eb8d5_0

main logo

Source: Worldsource Wealth Management Inc.