News Summary

Conquest Planning, a prominent Canadian FinTech enterprise, is undergoing a significant leadership change as its founder and CEO, Mark Evans, prepares to step down. Evans, who has been instrumental in the company’s growth and development since its inception in 2018, will transition to the role of executive chairman on January 1, 2026. He will remain on the board, focusing on strategic product vision. Brad Joudrie, the current chief revenue officer, will succeed Evans as CEO and also join the board. Under Evans’ leadership, Conquest Planning, known for its AI-powered financial advice platform, has captured 60 percent of Canada’s financial advice market, supporting over 60,000 advisors across more than 1,000 institutions, including major players like RBC and Wealthsimple. The company recently secured $80 million USD in Series B funding to fuel its US expansion.