A rough conversation becomes a compliant, complete note, disclosures and trades included. It reads the way you write, and everything after the meeting starts here.It turns a rough conversation into a compliant, complete note, with the disclosures, trades, and reasoning a reviewer expects. Benchmarked against the alternatives, it reads the way an advisor writes, then becomes the source your follow-ups, tasks, and client record flow from, ready to export as a print-ready PDF.
harrison annual review, in person both here
laura started new job senior nurse, ~+18k, nothing else changed, risk + horizon still fine
kids education fund - they want to start this yr. david asked how much a month... said ~208 catches the full grant and we can just automate it so it doesnt get missed
non-reg account drifted, way overweight cash after last yrs maturities, need to rebalance back to target, bump zag from 22 up to ~30, trim the cash down
went over disclosures, trades line up w kyc, gave them fund facts, talked thru mer/ter
follow ups for q3 - make sure resp actually gets funded, revisit lauras tfsa room now that income is up
Turn these rough notes into a clean, structured note
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Tell Qira what to add or fix in plain English, right in the note. It makes the edit and shows you exactly what changed, the removals struck out and the additions in green, so nothing reaches your client's file that you did not approve.
Annual review with David and Laura Harrison, focused on funding the children's education.
We agreed to open an RESP and automate $200 a month, enough to capture the full grant.
Ask Qira to revise this note…
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Talk, and your words land here as notes.
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Rebalance the non-registered account to target, increasing the fixed-income position from 22% to 30% ahead of the next review.
BMO Aggregate Bond Index ETF
Risk Low to Medium · MER 0.09%
Core, low-cost broad exposure to Canadian investment-grade bonds. Held for stability and to cushion equity drawdowns; the 0.09% MER keeps the ballast cheap. Reviewed each time the fund facts change.
Pulled from your Securities Database
When you need it on paper, the finished note prints as a clean, branded document. Hand it over in the meeting, send it after, or keep it on file as your record. What you see on screen is exactly what prints.
In-person annual review with David and Laura Harrison at the Northfield office, with both spouses present. The agenda was funding the children's education and reviewing the non-registered account against its target allocation.
Laura recently started a new role as a senior nurse, lifting household income by about $18,000 a year. There are no changes to dependants, residence, or estate documents since the last review, and risk tolerance and time horizon are unchanged.
The Harrisons want to begin funding their children's education this year and asked how to do it efficiently. We reviewed the RESP and the Canada Education Savings Grant and agreed to open an RESP with an automated contribution of about $208 a month to capture the full grant. We also reviewed the non-registered account, which has drifted overweight cash after last year's maturities.
Open a family RESP and automate the monthly contribution. Rebalance the non-registered account back to target, raising the fixed-income position (ZAG) from 22% to 30% and trimming the cash reserve. The trades discussed are listed above.
Prepared Jun 21, 2025. For the client file, not a statement of account.
When you need it on paper, the finished note prints as a clean, branded document. Hand it over in the meeting, send it after, or keep it on file as your record. What you see on screen is exactly what prints.
In-person annual review with David and Laura Harrison at the Northfield office, with both spouses present. The agenda was funding the children's education and reviewing the non-registered account against its target allocation.
Laura recently started a new role as a senior nurse, lifting household income by about $18,000 a year. There are no changes to dependants, residence, or estate documents since the last review, and risk tolerance and time horizon are unchanged.
The Harrisons want to begin funding their children's education this year and asked how to do it efficiently. We reviewed the RESP and the Canada Education Savings Grant and agreed to open an RESP with an automated contribution of about $208 a month to capture the full grant. We also reviewed the non-registered account, which has drifted overweight cash after last year's maturities.
Open a family RESP and automate the monthly contribution. Rebalance the non-registered account back to target, raising the fixed-income position (ZAG) from 22% to 30% and trimming the cash reserve. The trades discussed are listed above.
Prepared Jun 21, 2025. For the client file, not a statement of account.
The note stops being the chore you catch up on at the end of the week. It is finished before the client has left, so the record is always current and the follow-ups are already in motion.