Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors

WINNIPEG, Manitoba -- Manulife Wealth* has enhanced the support it provides its advisors with access to Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice. With this announcement, Manulife Wealth and Conquest bring Conquest’s strategic advice manager (SAM) and financial planning tools to Manulife Wealth’s network of more than 1,000 advisors. Conquest’s modernized technology platform will enable Manulife Wealth advisors across Canada to simplify the financial planning process and deliver personalized advice and an elevated service experience for all clients. Read More