Built by a practicing Canadian financial advisor

The bridge between AI potential and your practice

We build custom AI systems designed around your workflow, compliance process, and the tools you already use. Think of them as custom AI employees, built for your firm.

Book your discovery call → See what we automate
One-time fee. No subscription. You own what we build.
What we build

The workflows we automate for your practice

"Using an LLM without an agent is like having a Ferrari with no steering wheel."

Intelligence without intent. The raw capability is there, but without a defined scope, trained voice, and structured workflow, you're just prompting into the void. We've had advisors using these tools for years and know what advisors actually need.

It's also common to see advisors unknowingly using these tools in ways that create compliance exposure. We are able to help advisors understand best practices when using AI.

01
Meeting Notes Assistant
Transforms meeting transcripts into structured, compliance-ready advisor notes. Paste or upload a transcript and receive notes organized across 23 topics advisors typically cover — including client goals, implementation timelines, investment reviews, insurance, financial planning, action items, approvals, and key decisions. Nothing gets missed.
Most popular
02
Email Assistant
Paste in your structured meeting notes and receive a polished follow-up email written in your voice and style. Summarizes what was covered, captures key decisions, and lays out clear next steps — ready to review and send in minutes.
Time saver
03
Anonymizer
Client data inside the Microsoft environment is dealer-approved — but external AI tools like ChatGPT and Claude require a different approach. This agent strips all personally identifiable information from meeting transcripts while preserving the full financial planning context, account structure, and discussion content. Designed for PIPEDA and CIRO compliance.
Compliance
04
Meeting Prep Assistant
Generates a comprehensive briefing before every client meeting — pulling together previous notes, portfolio positions, recent changes, and a suggested agenda. Comes with a custom PowerPoint presentation template for your firm and a weekly Charts of Interest email with client-friendly market topics you can discuss in meetings that week. Walk in fully prepared, every time.
Prep
These are just the starting point
As your notes build up over time, a second generation of workflows becomes possible. Client service summaries, advisor value-add reports, insurance opportunity analysis, and more. The data you start collecting today is what powers these later. The sooner you start, the sooner they unlock.
Book a discovery call →
Why it matters

What this actually does for your practice

These are the four outcomes that matter most to the advisors I talk to.

Book value

Every meeting becomes a compounding asset

Deep, structured client files buyers actually want. You're turning daily work into an asset that drives real book multiples when you eventually sell your practice.

Compliance

Ready for review by default

Consistent, reviewable records on every interaction. Your workflows produce the kind of documentation compliance departments love, without adding anything to your workload or review cycle.

Quality

Notes that beat human quality

More detailed, more accurate, and structured exactly how your CRM wants them. The specifics that matter years from now, the rationale behind each decision, the concerns a client raised, all captured consistently regardless of how many meetings you've had that day.

Time

Your hours back for real work

Tasks you could never delegate because they required your knowledge and judgment can now be supported by AI. You become more efficient while improving the quality of every client deliverable that leaves your desk.

Why this year matters
Advisors who start building their AI-referenceable data this year will have years of context by 2028. That data becomes increasingly valuable as your systems build out a clear picture of client relationships, documented wins, and the advice you've given along the way.
See your time back →
Compliance & trust

Built for the way you have to work

Canadian advisors operate in one of the most regulated industries in the world. Everything I build respects that, and uses the tools your compliance department has already approved.

Client data stays yours
Zero data retention architecture. Nothing trains on your client information.
Canadian hosted
Infrastructure within Canadian borders. PIPEDA-aligned from day one.
Compliance-aware design
Built with Canadian regulatory workflows in mind. Review before anything publishes.
Human-in-the-loop
Every client-facing output gets your eyes before it leaves your inbox.
Microsoft Copilot
Claude
OpenAI
We build inside the tools your dealer already trusts
Most builds run inside Microsoft Copilot, where your client data already lives. In 2026 Microsoft added native support for Claude and OpenAI models side-by-side, so we pick the best model for each task while your data stays inside the Microsoft trust boundary. Where your dealer permits alternative providers, we build there too.
Ben Walch, founder of Agentic Advisors
Ben Walch Founder, Agentic Advisors Calgary, Canada
Why me

I'm an advisor first. That's the point.

I started building these AI workflows for my own practice because the technology genuinely interested me.

Eighteen months of real use in a real advisory business taught me what actually works and what's quicker to just do manually.

What you get is an advisor-tested foundation, implemented by someone who understands both the technology and the industry you work in.

We don't charge monthly subscription fees because that's not what I would want if I were the client. You own what we build together.

See the math

How much time would you get back?

Two sliders. Real numbers from my own practice. Actual savings depend on your workflow, but this is the ballpark.

Households you manage 150
25 400
Meetings per household per year 3
1 6
That's
450 meetings covered per year
Per meeting estimate: around 60 minutes saved on notes, plus 30 minutes on follow-up emails. Calculator uses 90 minutes per meeting.
Your time back, per year
562 hrs
That's 14 full work weeks reclaimed annually. Time you can put back into prospecting, deeper client work, or literally anything else.
Per week
11 hrs
Roughly 2.2 hours saved every working day.
Plus the quality jump you can't put a number on
Richer notes. Nothing missed. Consistent follow-up every time. And every meeting adds to a knowledge base your AI keeps getting smarter on.
How it works

A simple process. Built around your practice.

Step 01

Discovery & audit

We map your current workflow, identify where custom AI would save you the most time, and agree on the scope. No commitment yet. If there's no clear fit, I'll tell you straight. Usually a 45-minute call.

Workflow audit
Meeting preparation
45 min/day
Meeting outputs
75 min/day
Financial planning
2 hrs/week
Investment consulting
90 min/day
CRM data entry
20 min/day
Step 02

Built & trained on you

Your workflows are custom-built. Trained on your writing voice, your client portfolios, your templates, and integrated into tools you already use. Not another app to learn. We build inside whichever model provider your compliance team has approved. Typical build runs 2 to 4 weeks. You sign off before anything goes live.

Build in progress
Shipping
Meeting notes
100%
Follow-up emails
85%
Value narrative
60%
Custom workflow
25%
Step 03

You own it outright

One-time build fee. No recurring license. No platform lock-in. When we're done, the agent lives in your infrastructure under your control. Want to keep us on for tuning and new capabilities? Optional support retainer. Want to take it and run? That works too.

System status
Live
This week
14 hrs
saved
Meetings
38
processed
You own this system
No license, no subscription, no lock-in
FAQ

Questions advisors always ask

Something not covered here? Bring it to the discovery call. There's no such thing as a stupid question on a first call.

Generic tools require you to prompt and format every time. What we build is dedicated to specific jobs: trained on your templates, fluent in your writing voice, connected to your data, and producing outputs in the exact format your CRM needs. Think of it as the difference between asking a random temp for help and having a custom AI employee who already knows your practice inside and out.

It's a one-time fee. No subscription, no recurring software charges. You own what we build outright. Pricing depends on scope (how many workflows, how much customization), and the typical engagement pays for itself in hours saved within the first month. Exact numbers on the discovery call once we've scoped the build.

No. If you can use a CRM and send email, you can work with these systems. Everything gets integrated into tools you already use, typically Microsoft Copilot, since most advisors' data already lives there. Training takes an hour or less for you and your team.

Every workflow is designed so nothing goes out client-facing without your review. We build inside whichever model provider your compliance department has approved. Typically Microsoft Copilot, which now supports Claude and OpenAI natively while keeping data inside the Microsoft trust boundary. I've built this with my own compliance team's input. On the call we'll discuss your specific dealer's requirements.

This is exactly why we build inside Copilot rather than locking you to one model. Microsoft now lets you switch between Claude, OpenAI, and others inside the same workflow. Your systems evolve with the models. You get the benefit of every improvement without rebuilding anything.

Most builds take 2–4 weeks from kickoff to go-live. Custom agents may take longer depending on complexity. You'll have a clear timeline before anything starts, and you sign off before the agent is deployed.

Both. I design the employee and workflows based on my own practice experience. My development team handles the implementation, infrastructure, and integrations. You work directly with me throughout. I'm your single point of contact.

If an AI agent isn't working the way you need it to, we'll either refund it or keep working with you until it does. Simple as that. We're growing through word-of-mouth, so every client needs to leave happy. It's built into how we operate.

Let's talk

Book a 45-minute discovery call

Peer to peer. I'll walk you through a quick deck, we'll map your workflow, and decide together if there's a fit.