SalesForce
What is the implementation path for Nicola Wealth Management Ltd?
Essentials
Under Marketing Events, what is currently scheduled for Monday March 16 2026?
1-2 PM Social- George Brown Partnership
What are calculators?
Calculators are one-off quick calculations you can use without having to complete a full plan. The outputs from these calculators provide educational illustrations based on their inputs. Conquest’s intent is to continue developing and implementing new calculators on a regular basis.
Who is our Chief Legal Officer?
Philip Watts
How many US Clients do we currently have in Confluence?
6 (Citi Bank, Compound Planning, Pershing (BYN), Principal, USAA (BNY), Savvy Wealth)
What is the title of case # 84693?
SIT2 Update SSO Meta Data File for CON-UAT to point to BMO QA5 green environment
Under the Finance page, who are currently listed as team members?
Sean MacDonald
Ali Derlago
Jane Esteban
What is the difference between regular expenses and major expenses?
Regular expense examples
Monthly groceries, bills, and living expenses
Medium purchases such as a new computer
Major expense examples
Client looking to buy a new car in the next 5-10 years
Expensive vacation plan that the client’s cash flow could not normally support
Major event planning such as weddings or funerals
What are our 5 values?
Trust, Respect, Innovation, Collaboration and Integrity
Who are they key contacts for Harbourfront?
Raj Pandher, Eric Spencer, Leonard Trigg
In the Org Chart, what is the total number of employees?
198
Under Home Buyer's Plan (HBP), repayments are made over how many years and when does it start?
Repayments are made over 15 years, starting in the second year after the withdrawal.
Note: Temporary repayment relief (for home buyer redemptions made before 2026) is available to defer the start of the repayment period by an additional three years.
If desired, repayments can be made earlier than required by setting the HBP repayment toggle to Yes within RRSP/RRIF > Savings.
The full amount can be repaid at any time without penalty.
Repayments continue for the full 15 years, regardless of the End date.
Under Our Team, how many people do we see and who's the last person?
17 & Judy Borus
What type of customer is Morgan Stanley?
Bespoke
Financial Yoga has how many advisors?
12
Under New Hire Resources, when was the advisor find 2026 pdf was modified and by whom?
February 10 and Judy Borus
What is the annual contribution and lifetime contribution limit for FHSA accounts?
FHSA account’s have an annual contribution limit of $8,000 and a lifetime contribution limit of $40,000. An FHSA must be open for the owner to being accumulating FHSA room. FHSA owner’s can carryforward up to $8,000 in unused contribution room each year. An FHSA Overcontribution KPI has been added to the Planning page to alert you to any overcontributions that are occurring.
With Conquest, clients have seen what? (3 things)
1. Create a financial plan 90% faster
2. Increase from 12% to 26% of new client onboards bringing $1< or more investible assets
3. 4X more plans created
Is Compound Planning using Ortec or Custom AA?
US Ortec (but expressed interest in custom AA for future project)
What is the billing address for Portage Wealth Ltd?
180 John Street, Toronto, ON M5T 1X5
Under the Conquest Employee Guide- Canada 2025, what are the ways we promote information sharing?
Teams, Slack, Email, Demos, Scrums, Town Halls, Employee Surveys, One-on-One meetings and Department Meetings
Can charities be added as beneficiaries?
Charities as beneficiaries can only be added on the Beneficiaries card in the Estate planning section.
Is SAM generative AI or an LLM?
No. SAM is a proprietary deterministic calculation engine that does not contain or support an algorithm that learns and adapts. SAM is an expert system under the broad category of “Artificial Intelligence,” but it is a deterministic calculation engine or AI expert system.
Is PWL Capital utilizing SSO for users?
Utilizing SSO for users. Under user configuration, they are also using standard roles, managing users themselves via API as well)