AI that works the way you already do
Practical tools built for Canadian financial advisors. No hype. No risk to your client relationships. Just documentation that actually gets done.
“This is fantastic. This is a great process.”— CIRO Auditor
You've been watching AI from the sidelines. Here's why.
You've seen the headlines. You've heard the promises. Every week brings another AI tool claiming to revolutionize your practice. And yet, here you are, watching from the sidelines. That's not resistance to change. That's professional judgment.
You've wondered where your client conversations end up when they're processed by servers you can't verify. You've been skeptical of compliance claims that seem too good to be true. You've hesitated at learning curves that would steal hours from an already packed schedule.
These aren't objections to overcome. They're the instincts that have protected your clients and your practice for years. The question isn't whether to adopt AI. It's whether there's an approach that respects everything you've worked to build.
There is.
Two ways in. Same destination: confidence.
Start with the Tool
- Documentation in 6 minutes
- Zero PII in cloud
- No data retention
Start with Understanding
- 60-minute session
- Small group format
- No pressure, no pitch
What Canadian advisors are saying
“About seven hours back in my week. My client documentation is actually more compliant and complete than before. As a bonus, my clients actually comment on how thorough my follow-up emails have become.”
“We received our first compliance audit with the note-taking system and got very positive feedback. The auditor's exact words: "This is fantastic. This is a great process."”
“Ten client meetings used to mean writing off an entire day for documentation. Now I knock it all out before I leave the office. That extra day became my 'growth day'—for working on the business, not just in it.”
7hours back per week
Built for Canadian advisors. Because generic isn't good enough.
Most AI tools are built for everyone, which means they're built for no one. We built specifically for Canadian financial advisors.
PII removed locally
Client names, account numbers, and sensitive details are stripped on your device before any data is transmitted. No client PII ever leaves your computer.
Designed for Canadian regulations
Addresses CIRO, PIPEDA, and Quebec Law 25 requirements. Our infrastructure is built on AWS, which maintains ISO 27001, SOC 2, and has been assessed by the Canadian Centre for Cyber Security.
Canadian context
Understands Canadian financial regulations, terminology, and practice requirements. No translation from US-centric tools.
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