Insurance + Investing Quick Start
Get the boring money stuff handled on your schedule.
Chat with AI about your insurance and investments, then a licensed advisor reviews your situation for suitability before anything moves forward.
Chat on your scheduleNo bank branch. No long meeting.
Licensed reviewAn advisor checks suitability before applications are submitted.
Less back and forthMissing answers are collected before the final review call.
1
Chat with AI after work, at lunch, or after bedtime.
2
The system organizes your details and asks for missing information.
3
A licensed advisor reviews suitability before any application is submitted.
Ask Before You Apply
Get plain-language answers first
Ask about life insurance amounts, rough monthly costs, investment account fees, or what information an advisor will need. Estimates are based on AI answers and assumptions you provide; final costs are confirmed after licensed advisor suitability review.
You can start with rough numbers. If documents are needed later, the advisor uses a secure upload folder. A CFP professional is held to FP Canada standards including client-first duties and confidentiality.
AI Conversation
Discuss your needs with AI
AI chatOpenAI gpt-5.1-mini
This AI conversation organizes information for advisor review. A licensed advisor reviews your insurance and investments for suitability before applications are submitted.