Products
What Northern Catalyst publishes for CIRO-registered Canadian financial advisors.
Documentation Standards Kit
The Documentation Standards Kit sets out what a Canadian client meeting record needs to contain, block by block, with the regulatory basis for each block. It specifies content rather than layout, so it measures the template an advisor already uses instead of replacing it. Requirements are assembled from primary Canadian sources with the citation attached to each one. $97 CAD, one-time.
Compliance Conversation Kit
Preparation for the internal conversation about adopting an AI tool, in five components: an evaluation framework, a business case, a vendor checklist, conversation preparation, and a meeting agenda. Free. An email address is required for delivery.