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

TORONTO -- 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. Read More

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

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

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

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

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