CANADIAN FINANCIAL SUMMIT

Build Your Own Financial Plan.
Get Professional Help When You Need It.

Q: Do I need financial planning experience to use the software?

No professional financial planning experience is required. You will need to provide information about your financial situation and make assumptions about your future. The accuracy of your results will depend in part on the information you provide.

Q: What is Conquest?

Conquest is a Canadian financial planning technology company whose software is used by financial planners and financial institutions. Objective Planning provides access to its self-directed financial planning technology.

Q: What is the difference between the two packages?

Both packages provide one year of access to self-directed financial planning software powered by Conquest. The $899 package also includes advance preparation and a 60-minute consultation with a CFP or Pl. Fin. at Objective Financial Partners or Partenaires financiers objectifs. Neither package includes a comprehensive financial planning engagement.

Q: Can I purchase a consultation later if I start with the self-directed option?

Yes. You can arrange a separate consultation with Objective Financial Partners or Partenaires financiers objectifs for an additional fee.

Q: Can I use Objective Planning if I already have a financial advisor?

Yes. You can use the software independently while continuing to work with your existing advisor. There is no requirement to move investments or change financial institutions.

For people who prefer a hands-on approach to their finances.

Unlock Your Exclusive Canadian Financial Summit Offer!

Objective Planning, Powered by Conquest

Wondering when you can afford to retire? Whether you are saving enough? How much you can afford to spend? Or how the financial decisions you make today could affect your future?

Objective Planning gives you access to financial planning software powered by Conquest, allowing you to build your own financial plan and explore different scenarios. See how decisions about retirement, savings, spending, CPP, and other financial matters could affect your future.

If you want professional advice, you can also arrange a separate consultation with an independent Certified Financial Planner (CFP) at Objective Financial Partners or Québec financial planner (Pl. Fin.) through Partenaires financiers objectifs. Objective is one of the largest advice-only financial planning firms in Canada, and serves clients across Canada.

Exclusive Canadian Financial Summit Offers

Option 1: Self-Directed Financial Planning

$99 for one year of access

Exclusive Canadian Financial Summit offer, available for 30 days following the event.

Build and update your own financial plan using software powered by Conquest. Explore different financial scenarios and see how your decisions could affect your future.

This option does not include a financial planner consultation.

Provided by Objective Planning Solutions.

Applicable taxes and subscription terms will be disclosed before purchase.

Option 2: Self-Directed Financial Planning + Planner Consultation

$899

Exclusive Canadian Financial Summit offer, available for 30 days following the event or until 25 packages have been purchased, whichever comes first.

Includes one year of access to Objective Planning software plus a 60-minute consultation with a qualified financial planner at Objective Financial Partners or, for Québec residents, Partenaires financiers objectifs.

The planner will review relevant information from your plan in advance and use the meeting to answer your financial planning questions and identify potential planning opportunities and risks.

The consultation is not a comprehensive financial planning engagement or a verification of your entire financial plan. Additional planning work, if required, would be quoted separately.

Provided by Objective Financial Partners, operating as Partenaires financiers objectifs in Québec.

Applicable taxes and subscription terms will be disclosed before purchase.

What Can You Do With Objective Planning?

See How Your Finances May Evolve

Bring together information about your income, savings, investments, debts, and financial goals to understand how your finances may change over time. Conquest's financial planning technology is also used by professional financial planners and financial institutions.

Explore Different Scenarios

What if you retired five years earlier? Saved more? Spent less? Helped your children financially? Deferred CPP? Experienced lower investment returns? Explore how different decisions and assumptions could affect your long-term financial outlook.

Keep Your Plan Up to Date

As your financial circumstances change, you can update your information and revisit your plan.

Get Independent Professional Advice

If you have questions about your plan or want a professional perspective before making an important financial decision, you can arrange a consultation with an experienced CFP or Pl. Fin. at Objective Financial Partners or Partenaires financiers objectifs.

You can receive professional advice without having to transfer your investments or commit to an ongoing advisory relationship.

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Start Planning Your Financial Future

You do not have to wait until you are ready to hire a financial planner to start thinking seriously about your financial future.

Build your own plan, with the option of professional advice if you want it.

$99 Self-Directed Plan | $899 Plan with CFP/Pl. Fin. Consultation

Complete the form below to express your interest, and we will be in touch as soon as the plans become available.

Choose Your Financial Planning Option

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Money coaching differs from financial planning. It is more focused on budgeting, goal setting, and cash flow planning than the more technical and long-term nature of financial, tax, and estate planning. Read more here.

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Frequently Asked Questions

What is a financial plan, and why do I need one?

A financial plan helps you understand where you stand financially and how the decisions you make today could affect your future. It brings together your financial goals, savings, investments, debts, and spending needs to help you make more informed decisions.

You might use a financial plan to determine whether you are on track for retirement or understand how a major financial decision could affect your long-term financial security.

Do I need financial planning experience to use the software?

What is Conquest?

What is the difference between the two packages?

Can I purchase a consultation later if I start with the self-directed option?

Can I use Objective Planning if I already have a financial advisor?

Can financial planning software replace a financial planner?

Financial planning software can help you explore options and understand possible outcomes. However, the results depend on your inputs and assumptions, and the software may not account for every aspect of your circumstances.

An experienced financial planner can help you consider important tax and estate planning issues and make decisions that may be difficult to assess using software alone.

CANADIAN FINANCIAL SUMMIT

Build Your Own Financial Plan. Get Professional Help When You Need It.

Objective Planning, Powered by Conquest

Exclusive Canadian Financial Summit Offers

Option 1: Self-Directed Financial Planning

Option 2: Self-Directed Financial Planning + Planner Consultation

What Can You Do With Objective Planning?

See How Your Finances May Evolve

Explore Different Scenarios

Keep Your Plan Up to Date

Get Independent Professional Advice

Start Planning Your Financial Future

Choose Your Financial Planning Option

CFS OPS

Ready to Book Your No Obligation Introductory Call?

Money Coaching

Financial Planning

U.S. Cross-Border Considerations

Tax Preparation and Planning

Executor/Probate/Estate Services

Frequently Asked Questions

Objective Planning Solutions Inc.

Build Your Own Financial Plan.
Get Professional Help When You Need It.