The practical AI guide for Canadian advisors

When AI tools went mainstream, I dove in. I found dozens of ways to use them in my own business and started sharing what I learned with friends and colleagues.

One of those friends is a Canadian financial advisor. He mentioned he'd been trying to use ChatGPT for meeting documentation. His process: manually scrub client names and identifying details from his transcripts, upload to ChatGPT, then wrestle with the output to get something usable for his client notes.

It wasn't working. The manual scrubbing was tedious. The outputs needed constant correction. And he knew, even as he was doing it, that ChatGPT wasn't really built for handling client conversations.

I offered to help. I built him a custom solution and refined it until it actually worked for his workflow. He mentioned it to colleagues at his firm. They tried it. Within weeks, all five advisors at the firm had adopted it.

But the real problem remained.

ChatGPT couldn't offer the security Canadian advisors need. Every advisor I spoke to afterward had the same concerns. PIPEDA compliance. Client data on external servers. The risk of information lingering somewhere it shouldn't. Many had a general hesitance around AI that went beyond the technical. They had built trust with clients over years. Why risk it for efficiency gains?

These weren't unreasonable fears. They were professional judgment.

So I built Meeting Notes Pro differently. The application runs on your desktop. All personally identifiable information stays on your local machine, processed by a sophisticated detection engine before anything touches the cloud. The AI processing happens through AWS Bedrock using Claude, which offers superior output quality and enterprise-grade security. Your client data never trains anyone's model. It never lingers on external servers.

Northern Catalyst exists because advisors deserve AI tools built for how they actually work, with the security standards their clients expect.

If you've been watching AI from the sidelines, wondering if there's a way to benefit without compromising what you've built, I'd like to show you what's possible.