I built Meeting Notes Pro so the hour after every meeting could be yours again.
Local PII removal on your device, a Canadian regulatory-aligned draft in minutes, and the rest of the cycle in your hands. Canadian-built, $29 a month for early adopters, for advisors who choose their own software.
$29 paid once. Continues at $29/month after 90 days, locked in for early adopters.
The hour after the meeting is part of the meeting.
I am a business systems analyst and software developer based in New Zealand. Before this project, I spent close to a decade designing back-office workflows for financial services firms across multiple jurisdictions, and a parallel decade in executive coaching, mostly with founders and operators carrying more responsibility than they had hours in the day.
Meeting Notes Pro started with a friend, a Canadian financial advisor, telling me about the hour after each client meeting. The hour for writing the file note. Then the hour for redrafting it. Then the time later in the week trying to remember whether something important got captured. I had heard versions of this conversation in other industries. The pattern was familiar. The Canadian regulatory environment around it was not.
I spent a long time reading before I wrote a line of code. CIRO’s books-and-records expectations. PIPEDA’s ten Fair Information Principles. Quebec Law 25 and its sensitive-information category. CSA Staff Notice 11-348 on AI systems. The shape of the problem was consistent across all four. The shape of the answer was the same too: the documentation has to come back faster, the privacy burden has to come down, and the advisor has to stay in control of the output.
I built Meeting Notes Pro to create the conditions for richer client meetings, not to fix a documentation problem. When the hour after the meeting is yours again, the meeting itself can run differently. You ask one more question. You sit with a client’s answer instead of mentally drafting what you’ll need to write up later. The product is what enables the meeting; the meeting is the point.
Canadian advisors needed a Canadian tool.
The four regulators that govern advisor-client documentation in Canada (CIRO, PIPEDA, Quebec Law 25, and CSA Staff Notice 11-348) are not labels US tools can add at the end. They shape what counts as adequate documentation, what counts as a reasonable AI control environment, and what counts as a privacy-respecting workflow.
Meeting Notes Pro was built around that stack from the first commit. The templates know what CIRO expects. The architecture treats PIPEDA Principle 4 (Limiting Collection) as a structural constraint. Law 25 sensitive-information handling is built in, not adapted later. The For Canadian Compliance page covers the regulator-specific architecture in depth.
An ethical commitment, not a feature.
PII removal happens on your computer, before any data leaves your device. I treat this as an ethical commitment to the clients of the advisors who use Meeting Notes Pro, not as a feature.
The cross-region reality of AI processing matters here. AWS Bedrock in Montreal is the entry point for the Claude model that produces the draft, and AWS may route the underlying inference through US regions as part of how it provisions capacity. I chose Claude because it produces measurably better notes than the smaller models that run entirely in Canada. The tradeoff is honest: the model that does the best work for advisors is also the model that may cross a border. Local PII removal is what makes that tradeoff acceptable. The data that travels has already been stripped of the information that identifies anyone.
The product and the writing keep each other honest.
Meeting Notes Pro is the flagship product of Northern Catalyst, the Canadian-regulatory-content business I run. Northern Catalyst publishes regulatory analysis for Canadian advisors, the Compliance Conversation Kit for advisors navigating internal AI approval, and the Documentation Standards Kit (currently in development). The content authority and the product feed each other: the writing keeps the product honest, and the product keeps the writing grounded in what actually works in a Canadian advisor’s week.
A small, focused product. One developer.
Meeting Notes Pro is a small, focused product. One developer builds it, working closely with the advisors who use it. The roadmap is shaped by what those advisors actually need next, which means features that get traction stay and features that don’t get cut.
The architecture and the templates were designed for the Canadian regulatory environment from the first commit. The pricing reflects what an independent advisor running their own practice can comfortably absorb without negotiating with their firm’s procurement function. The support comes from the person who builds the product.
“I would rather be specific about what Meeting Notes Pro does than expansive about what it might one day do.”
“I’m on my annual retreat going through my notes from last March and I am LOVING how much of that has progressed. How much of it has happened. A big reason is your AI work for me that has enabled so much of it, either directly or simply by creating space in my work week.”
Want to try it for yourself?
$29 paid once for the 90-day trial. Continues at $29/month after 90 days, locked in for early adopters.