Brad Joudrie in

Brad Joudrie

Pioneer · DISC type dis
Chief Executive Officer at Conquest Planning
📍 Greater Toronto Area, Canada

Brad Joudrie is the Chief Executive Officer of Conquest Planning, a role he stepped into after driving the companys expansion as Chief Revenue Officer. With over a decade of sales leadership in enterprise SaaS, he specializes in C-level and VP-level strategic sales. He holds an Honours Bachelor of Commerce from McMaster University and is described as having great integrity and attention to detail.

As CEO, he has been instrumental in growing Conquest Planning from a pre-revenue startup to a company serving over 60% of the Canadian financial advisor market.

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Experience
21 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Greater Toronto Area, Canada
Personality Overview

How Brad shows up

Driven But Considerate
Decisive But Friendly
Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Priorities

Topics Brad cares about

AI-Driven Financial Advice
As CEO of an AI-powered platform, he frequently discusses using AI to make financial advice more efficient and accessible, aiming to replace legacy systems in wealth management.
Go-to-Market Strategy
With a background as CRO, he is focused on expanding Conquest's footprint, particularly in the U. S. and U. K. markets, through enterprise partnerships and direct-to-advisor channels.
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Career

Work history

1-2026
Chief Executive Officer
Conquest Planning
2-2019 - 1-2026
Chief Revenue Officer
Conquest Planning
12-2017 - 2-2019
Director, Canada
Quovo
1-2017 - 12-2017
Vice President, International Sales
Advicent
7-2015 - 12-2017
Board Member
Advicent
In the press

Media appearances

Ep. 328: Beyond the Big Three – What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning. Featured in WealthTech Today
See now
Conquest Planning with Mark Evans & Brad Joudrie | E135 (corrected). Featured in Apple Podcasts
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Education
2000 - 2004
Honours Bachelor of Commerce
McMaster University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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Force of Nature Clean
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