My Approach

I use Conquest Planning, the same state‑of‑the‑art AI‑powered financial planning software trusted by leading financial institutions across Canada. Conquest’s Strategic Advice Manager (SAM) uses advanced artificial intelligence to model thousands of scenarios and deliver personalized, real‑time financial advice—technology already used by major organizations such as RBC, Manulife, BNY Pershing, and Raymond James.

Conquest’s platform is also trusted and deployed across additional industry leaders, including Sun Life Canada, Wealthsimple, BMO, Investia Financial Services, and CI Wealth (CI Financial). By leveraging the very same technology powering Canada’s top wealth management firms, I ensure my clients receive the highest level of planning intelligence and clarity available in today’s financial industry.