AI Lead Intelligence · Canadian IFAs

Your prospects reveal everything before the call begins.

We build interactive assessment tools that score your leads, qualify their urgency, and deliver a structured intelligence brief to your inbox — so you walk into every discovery call prepared, not cold.

0–100
Lead Readiness
Score
5
Dimensions
Scored
3 min
Average
Completion
Leads Qualify
Themselves
Pre-Call Intelligence Brief Generated · 3 min ago
Situation snapshot
Marco is a 52-year-old self-employed contractor with under $100K saved, no pension, and an investment portfolio not reviewed in years. His primary fear — outliving his money — reflects an accurate read of his situation.
Readiness score — 41/100
Savings progress
22
Time horizon
55
Income security
30
Investment align.
40
Plan clarity
18
Priority conversation topics
1.Retirement income gap — quantify what $100K produces vs what he needs
2.Self-employed pension alternatives — RRSP, IPP, or corporate structure
3.CPP optimization strategy — deferral math for his age and income profile
Opening question
Calibrated to this prospect
"When you picture your life at 68 — what does a good day actually look like, and what does it cost?"
Most likely objection
"I need to think about it" — usually means urgency isn't felt yet. Reframe: walk him through the CPP deferral cost of waiting 12 months. Make the delay concrete and expensive.
The problem we solve

Every IFA walks into
discovery calls blind.

A PDF download captures a name and an email. A generic calculator gives a number. Neither tells you whether this person is a high-urgency prospect or a curious browser — until you've spent 30 minutes on a call finding out.

01
Static PDFs capture nothing
A checklist download tells you someone was interested. It tells you nothing about their savings, their pension gap, their primary fear, or how urgently they need help. You have a contact. You have no intelligence.
02
Generic calculators give numbers, not intelligence
A retirement calculator says "$1.2M needed." The visitor feels something, then leaves. You captured a number. You learned nothing about the person behind it — their fears, timeline, or readiness to act.
03
Cold discovery calls waste both sides
You ask the same qualifying questions every time. The prospect repeats themselves. Forty percent of that call is work you could have automated before they booked it. That time belongs to building trust, not gathering basics.
04
The advisor closes less than they should
Discovery call conversion drops when the advisor isn't prepared. The prospect senses it. The connection that could have been a client becomes a "let me think about it" — and you never hear from them again.
Services

Two tiers. One
intelligent system.

Tier 1 captures and qualifies. Tier 2 prepares your advisor for every conversation — before they pick up the phone. Both services run together, automatically, for every lead.

Tier 1 — Core
Retirement Readiness Assessment
An interactive 6-question assessment that scores your prospects across 5 dimensions of retirement readiness — and delivers the results to your inbox before the call.
Scored 0–100 with dimension breakdown
Full lead brief delivered to advisor inbox
CASL-compliant consent capture
Embedded on your existing site or subdomain
Dynamic CTA based on prospect score tier
See Demo →
Optional — Website
IFA Practice Website Build
A complete, professionally designed practice website built on the Meridian template — with embedded assessment, client case studies, and full deployment on your domain.
Multi-section practice site, mobile responsive
Assessment tool embedded and live
3 composite client case studies
DNS setup and Vercel deployment included
See Meridian →
How it works

From lead to briefed advisor
in under four minutes.

01
Prospect takes assessment
Your lead answers 6 questions about their age, savings, pension, investment approach, and primary retirement concern. Takes 3 minutes. No financial knowledge required.
02
Scores are calculated
Our scoring engine evaluates five dimensions — savings progress, time horizon, income security, investment alignment, and plan clarity — and generates an overall readiness score.
03
Advisor receives lead brief
Within seconds, you receive a formatted lead notification with the full score, dimension breakdown, and all assessment answers in plain English. Then — three minutes later — the intelligence brief arrives.
04
Discovery call, prepared
You know their situation, their fear, their three biggest gaps, and the question to open with — before saying hello. Every discovery call becomes a consultation from the first sentence.
North American Alpha Pulse

Investment Research
Accelerator

Analysts and advisors waste 80% of their research time reading documents linearly — searching for the five data points that actually matter. The Alpha Pulse changes that.

📚
9 live sources — updated 2026
BoC Jan 2026 Monetary Policy Report · Federal Reserve FOMC Minutes · CIRO 2026 Compliance Framework · CRA T4040 Guide · FP Canada 2026 Projection Assumptions · HOOPP Canadian Retirement Survey · Enbridge 2025 Annual Report (10-K) · Enbridge Q4 2025 Earnings Transcript · Suncor 2025 Annual Report & Quarterly Filing.
15 expert query templates
Pre-written prompts engineered for IFAs — covering portfolio risk audits, CEO sentiment analysis across earnings calls, compliance cross-referencing, CPP/OAS optimisation, and RRIF drawdown strategy. Copy, paste, get answers in seconds.
🗂️
The 2026 IFA Prompt Vault
Get instant access to 15 copy-paste query templates designed to audit portfolio risk, analyse CEO sentiment from earnings transcripts, and automate compliance cross-referencing — in seconds, not hours.
Get the Prompt Vault — Free
Query everything that matters. Skip everything that doesn't.
Enter your email and receive the 15-prompt PDF plus a direct link to the live North American Alpha Pulse notebook demo. No spam. Unsubscribe any time.
BoC 2026 Monetary Policy Report
CIRO 2026 Compliance Framework
CRA T4040 Guide 2025/26
Enbridge 2025 Annual Report (10-K)
Suncor 2025 Annual Report + 5 more
$7,100+
Year 1 value per IFA client
3 min
Lead to brief delivered
5
Dimensions scored per lead
$0
Research Accelerator to start
Investment

Priced for practices
of every size.

All engagements are custom-scoped. The tiers below reflect typical practice sizes — pricing confirmed on discovery call.

All pricing in CAD · Calgary-based · Serving Canadian IFAs nationally
Tier 1 — Core
Retirement Readiness Assessment
Solo advisor or small practice — embed and activate
Pricing on request
6-question scored assessment
0–100 readiness score + dimension breakdown
Lead brief to advisor inbox
CASL-compliant consent capture
Embedded on your site or subdomain
Book a Call to Discuss →
Full Suite — Complete
System + Practice Website
Complete digital presence — site, assessment, intelligence
Pricing on request
Everything in Tier 1 + 2
Full Meridian practice website build
3 composite client case studies
DNS setup + Vercel deployment
Research Accelerator access
Book a Call to Discuss →
Frequently asked

Common questions

What does the assessment actually ask prospects?
Six questions covering age, total savings, pension situation, investment approach, time horizon, and their single biggest retirement concern. Takes under 3 minutes. No financial knowledge required from the prospect.
How is this different from a generic retirement calculator?
A calculator produces a number. Our assessment produces a person. You get a scored profile across 5 dimensions, a situation summary, and a calibrated brief — not just "$1.4M needed." You know who they are before you say hello.
Is the consent capture CASL-compliant?
Yes — the assessment includes compliant express consent language built in. Every lead that completes the assessment has explicitly consented to be contacted. Documentation is automatically stored.
How does the pre-call brief get delivered?
Via email to your inbox, automatically, within 3 minutes of a prospect completing the assessment. You can be mid-meeting and the brief is waiting when you step out. No dashboard to check, no manual pull.
Can I embed this on my existing website?
Yes — we provide an embed code that drops into any website. It can also run on a subdomain (e.g. assessment.yourpractice.ca) if you prefer it separate. Setup is included in the engagement.
What is the North American Alpha Pulse?
A live NotebookLM-powered research workspace pre-loaded with 9 authoritative Canadian and US sources — BoC policy, CIRO compliance, CRA guides, energy equity filings, and more. Query everything in seconds instead of reading linearly for hours.
Is this built for Canadian advisors specifically?
Yes — the scoring dimensions, research data points, compliance language, and Canadian context (CPP, OAS, RRSP, TFSA, RRIF) are all calibrated for the Canadian IFA market. We're based in Calgary and serve advisors nationally.
How long does setup take?
Tier 1 assessment is typically live within 5–7 business days. The intelligence brief layer (Tier 2) is configured simultaneously. The full website build runs 2–3 weeks. We walk through the full timeline on the discovery call.
Calgary, Alberta · Serving Canadian IFAs Nationally

Ready to walk into every
call prepared?

Book a 30-minute discovery call. We'll show you the live tools, run a brief for a fictional prospect on screen, and tell you exactly what a Tier 1 + Tier 2 setup would look like for your practice. No pitch. No obligation.

No obligation
30 minutes
Live demo included
Calgary-based