CCI Welcomes Conquest Planning to Our National Network of Innovators

The Council of Canadian Innovators is proud to welcome Conquest Planning and President & CEO Mark Evans to Canada’s growing network of high-growth technology companies.

Headquartered in Winnipeg, Manitoba, Conquest Planning is redefining how financial advice is delivered. Its enterprise platform empowers financial institutions, wealth management firms, and advisors to create personalized financial plans up to 90% faster, helping more Canadians access quality advice regardless of wealth or complexity.

At the heart of Conquest’s platform is its AI-powered Strategic Advice Manager (SAM), which dynamically suggests next-best financial decisions based on each client’s goals and circumstances. This technology allows advisors to deliver advice that is more personalized, data-driven, and collaborative than ever before.

Under the leadership of Mark Evans, Conquest has expanded rapidly since its 2021 launch. The company now serves hundreds of firms across Canada, the U.K., and the U.S., including five of North America’s largest banks, and has powered more than 1.6 million financial plans for families around the world.

“Conquest is helping shape the future of financial services by making personalized advice more accessible through technology,” said Benjamin Bergen, President of the Council of Canadian Innovators. “It’s another example of Canadian innovation leading on the global stage and creating real value for people and institutions alike.”

Since 2015, the Council of Canadian Innovators has been dedicated to supporting Canada's high-growth technology companies, working with government leaders to co-develop strategies that unlock the country's innovation potential.