Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice

The strategic partnership harnesses cutting-edge technology and artificial intelligence to deliver hyper-personalized financial solutions, deepening client relationships for advisors across Canada

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TORONTO--(BUSINESS WIRE)--Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., and Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership to improve the client planning experience for Raymond James-affiliated advisors. This partnership will help advisors personalize the advice experience in alignment with Raymond James’ aim to deliver a holistic approach to managing wealth, addressing various aspects of clients’ financial lives through a combination of strategic planning, investment strategies and tailored solutions.

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