The Practical AI Guide for Canadian Advisors

Northern Catalyst started with a simple observation: financial advisors are understandably cautious about AI, and most of the "solutions" in the market do not take that caution seriously.

I spent years working in technology, watching AI evolve from academic curiosity to practical tool. And I saw the same pattern repeat: tools built for general audiences being marketed to specialized professions without understanding their unique needs.

For Canadian financial advisors, those needs are significant. PIPEDA. CIRO documentation requirements. Quebec Law 25. Provincial regulations. Client trust that takes years to build and moments to lose. Generic AI tools ignore all of this.

That is why I built Meeting Notes Pro differently. Local PII processing because your clients data security is not negotiable. Canadian data residency because compliance is not optional. A simple interface because you have better things to do than learn new software.

Northern Catalyst is not about convincing you to adopt AI. It is about giving you the information and tools you need to make that decision for yourself, with full understanding of the benefits and the risks.

If you are an advisor who has been watching AI from the sidelines, wondering if there is a way to benefit without compromising what you have built, we should talk.