Get the hour after every client meeting back.
Meeting Notes Pro processes your meeting transcript in minutes, with PII removed locally on your device first. You review the draft, refine it, and finalise. Less time rebuilding notes from memory, more time on the rest of your practice.
$29 paid once. Continues at $29/month after 90 days, locked in for early adopters.
Meeting Notes Pro is built for Canadian advisors who run their own practices and choose their own software. Solo practitioners, partners at boutique firms, anyone with the autonomy to decide what sits on their own desktop. If you are at a major dealer network with a restricted vendor list or a Copilot-only policy, your firm’s evaluation path is different. The Compliance Conversation Kit on northerncatalyst.ca is the better starting point for that conversation.
Three things to know about Meeting Notes Pro.
Client information stays on your device.
Meeting Notes Pro detects and tokenises sixteen categories of personal information on your computer before any transmission. The AI receives a de-identified transcript, returns a draft, and PII is reintegrated locally. No client data is stored on external servers.
Built for the Canadian regulatory stack: CIRO, PIPEDA, Quebec Law 25, CSA Staff Notice 11-348.
The templates and the validation logic in Meeting Notes Pro are designed for the four regulators that govern advisor-client documentation in Canada, not adapted from US tooling after the fact. Each regulator gets its own treatment in the For Canadian Compliance page.
One developer who listens.
Meeting Notes Pro is built by Sandra Lyne, working closely with Canadian advisors throughout development. No enterprise sales motion, no venture-funded growth pressure. Direct access to the person who builds the product.
About eight hours back in my week, not having to review notes. As a bonus the client notes are more compliant and complete. And my clients actually comment on how thorough my follow-up emails have become. So more information is being retained and recorded AND I can spend less time on my least favourite aspect of this business.
MNP-produced output has been reviewed favourably during a compliance review at an advisor’s firm. Read the feedback →
Why Canadian advisors needed a Canadian tool.
The first generation of AI meeting documentation tools was built for US workflows: SEC, FINRA, HIPAA, state-level privacy regimes. Some of those tools added “Canada-friendly” pages later. The Canadian regulatory stack is different in substance, not just label. CIRO’s books-and-records expectations, PIPEDA’s Fair Information Principles, Quebec Law 25’s consent rules, and CSA Staff Notice 11-348’s AI governance guidance shape what counts as adequate documentation in this country, and a tool built for California compliance doesn’t quietly become compliant in Calgary.
Meeting Notes Pro was built around the Canadian stack from the first commit. The For Canadian Compliance page covers what that means in practice.
Ready to try it?
$29 paid once for the 90-day trial. Continues at $29/month after 90 days, locked in for early adopters.