Following the announcement of our new partnership with the financial planning firm Conquest Planning last March, we are pleased to provide you with a new FAQ document, which highlights all the information you will need about Conquest:
- Overview of the firm and description of the service offering for advisors
- Detailed plan features (standard and advanced)
- Pricing information and packages available
- How to sign up, including the request form*
- Advisor support contact information
*Once you’ve submitted the request form, note that it can take 48 to 72 hours before access is granted.
Click here to read the FAQ.
Should you have any questions or require additional information about Conquest Planning, please do not hesitate to contact us, by sending an email to innovations@investia.ca.
