Helping financial advisors use planning to deliver more value to more people for over 30 years.
AI can supercharge your productivity as an advisor — but in Canada, the wrong tools could put client trust, privacy, and your reputation at risk. The choice isn’t just if you use AI — it’s how you use it. The challenge? Balancing innovation with strict compliance obligations under PIPEDA and provincial privacy laws. The solution? Tools purpose-built for Canadian advisors …
In today’s rapidly changing financial landscape, many Canadians face uncertainty and increasingly seek personalized, professional guidance. Traditional financial planning methods often struggle to keep pace with clients’ evolving needs, relying heavily on manual data entry, rigid product-focused strategies, and infrequent plan updates. Vibe planning is a new approach that harnesses artificial intelligence (AI) and natural language processing …
Continue reading Vibe Planning: Transforming Financial Advice for Canadian Advisors
Dave Faulkner, CLU, CFP 