Notes on compliance, client data, and running a Canadian advisory practice.
July 3, 2026
US-built CRMs leave Canadian advisory firms carrying the compliance gap themselves. We built Advirra so residency, PIPEDA, and Law 25 are the starting point — not an exception request.
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Law 25 raised the privacy bar for every firm handling the personal information of people in Quebec — including advisory practices. A plain-language look at what it asks for, and how your CRM either helps or gets in the way.
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The reason advisors put off switching CRMs isn't the new software — it's the migration. Here's how a book actually moves from spreadsheets, Wealthbox, Redtail, or Maximizer without the details going missing.
Read post →July 3, 2026
Advice happens at the household level: spouses, dependants, the executor, the trusted contact. A CRM that stores a flat list of contacts makes you rebuild that picture in your head every time. Here's the case for modelling the household as the real unit of the practice.
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