Canadian financial advisors face AI challenges that US guidance was never written for
I build the tools and resources to help navigate them.
No cost, no commitment
Built for scrutiny
Privacy-first
PII removed on the advisor’s device before any data is transmitted. Client data never reaches external servers.
Canadian-hosted
Built on AWS infrastructure in Montreal (ca-central-1).
Designed for Canadian regulations
Built with CIRO, PIPEDA, and provincial regulations informing every decision.
Built by listening
Developed through real collaboration with advisors, not assumption.
Validated
Passed CIRO compliance audit.
The documentation challenge
One advisor I worked with had been scrubbing client names from transcripts and uploading them to ChatGPT. He was spending almost as long editing the output as he would have spent typing the notes himself. He could see AI's potential, but for the specific things he needed help with, it still felt very much like potential.
I built something that worked for his process. Meeting notes in his preferred format, client emails in his own voice. It saved him hours every week. That was the starting point for Meeting Notes Pro.
The Canadian AI landscape
Most AI guidance available to Canadian financial advisors was written for a US regulatory context. What CIRO actually requires, how PIPEDA applies to AI tools, what your compliance officer needs to see before approving anything. That's a different conversation, and US resources don't cover it.
I publish free, in-depth guidance on all of it. CIRO compliance requirements, Canadian data privacy obligations, and navigating AI adoption within regulated practices. No purchase necessary, no email required.
How this started
Nothing I've ever done makes me a financial advisor. I happen to be a developer who listens. I'm from New Zealand, and I was in a conversation with a Canadian advisor friend when he said something that became a challenge I couldn't put down.
He told his colleagues. Five more advisors started using it within weeks. And that's when I started hearing about the broader challenges. Not just documentation, but navigating AI compliance in a Canadian context that most guidance doesn't address. And so I took that on too. I listen, I figure it out, and I build.
Published resources
Free, in-depth guides on AI adoption, compliance, and practice growth for Canadian financial advisors. No email required to read any of them.
CIRO Compliance Guide for AI Documentation
What CIRO compliance actually requires for AI-assisted documentation, and how to have informed conversations with your compliance officer about it.
Read the guideAI Compliance in Canada
PIPEDA, provincial regulations, and how Canadian requirements differ from US guidance.
Read the guideMarketing Strategy for Canadian Advisors
Building a practice presence that serves clients and satisfies compliance.
Read the guide