AI Opportunity Map
Free
See where AI could help your firm, in about 10 minutes. Then a 30-minute fit call with Chase.
Self-serve and online. The fit call tells you whether Fractional fits.
// Wealth, advisory and insurance firms
Know where AI fits your business,and where it doesn’t.
Your advisors want the hours AI can give back. You, your compliance lead or your dealer need to know where client data goes, who checks the output and what stays on file. We help your firm get both, in Microsoft 365 Copilot or a business plan of ChatGPT or Claude.
The AI Opportunity Map is a free questionnaire, about 10 minutes. You get a short written report on where AI fits your work, how to handle your data, and a first project to try. The first call is free.
15+ businesses and teams have worked with Sidekick.
Chase leads every engagement, from Metro Vancouver.
// What changes
Less time on the back office.More time with clients.
Common problems for advisors and financial firms, and what AI can take on, with a person reviewing anything that reaches a client.
Meeting prep, notes and follow-ups take hours that should go to clients.
More time with clients. AI prepares a brief before each meeting from your CRM, email and calendar, drafts the follow-up after it, and updates the record.
One advisor’s call prep went from about 45 minutes to about 5, by his own estimate.
Client information is spread across the CRM, email, documents and personal notes.
Reviews and renewals are easier to keep on top of. AI pulls each client’s history together and lists upcoming reviews, renewals and the next useful conversation, for you to check.
Key processes live in a few people’s heads, so work stalls when they’re away.
A firm that doesn’t depend on one person. We write down how the work really gets done, so the same steps guide your people, the AI and anyone new.
Every client message carries risk, and manual copying invites mistakes.
Fewer errors, cleaner records. AI drafts and files from your own information, so nobody copies details across by hand.
Growth, new clients and acquired books add work faster than you can hire.
Faster onboarding. AI checks incoming client records against your onboarding checklist, inside your firm's business account, and lists what is missing for a person to resolve.
People already use AI on their own, with no firm rules.
A contained, safe start. One or two low-risk tasks, written rules, a named reviewer, and a written record if your compliance lead wants one.
Not sure which of these fit your firm?
Book a free 30-minute call// From client work
Prepared work, reviewed by a person.
Two clients in finance and insurance, in their own words.
A managing partner’s firm · The partner’s meeting prep, memos and models
Through Solo, Chase set up Claude to draft his meeting prep, presentations, investment memos and financial models from his files. He reviews each one.
“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
How the work flows: His files · Claude drafts the memo or model · Aman reviews and decides
Bloom Benefits · Coaching an advisor to build his own AI tools
Chase coached Kevin until he could build his own tools. He then built a branded dashboard for his commissions.
“I built an interactive dashboard with my company’s branding in two minutes. Commission structures, stages, all of it. Then I built an accounting folder that basically works like a bookkeeper.”
How the work flows: Coaching with Chase · Kevin builds his own tools · Branded commission dashboard
Figures are each client's own estimate.
More client stories// How we work
We coach your leaders to use AI first,then your team.
This is how Fractional AI leadership runs for a firm: Chase leads your firm’s AI rollout part-time for a monthly fee, over 90 days. Nothing expands without your sign-off, and the written procedures stay with your firm.
AI Opportunity Map, then a 30-minute fit call
Fill in the AI Opportunity Map first. On the call we talk about where you are, what you want AI to do, and whether we’re a fit.
The first two weeks
Chase meets your leaders (up to six), shows AI working on your firm’s own templates and past work (not client files), and presents what he found to your leadership team.
A 90-day plan
Measures agreed up front and reviewed every 30 days. At day 90 you decide to continue, change the scope or stop.
// Who you'd work with
Chase Bernier
Founder, Sidekick Orchestration Metro Vancouver
Chase built partnerships at DrugBank and worked at Jobber and DoorDash. Sidekick runs its own sales, marketing, operations and client support on AI, so what we set up for you is what we use every day. Chase leads every engagement.
Before Sidekick, he sold financial planning software to advisors at Planswell. Sidekick’s first client was an insurance advisor.
// Client data
How we handle client data.Agreed in writing first.
We never log in to your systems.
Your team or your IT provider makes every change, and we coach them through it. We don’t ask for passwords or admin access.
We don’t ask for your client files.
If a job needs one, you choose it, case by case.
Business accounts your firm pays for.
Usually Microsoft 365 Copilot, or a business plan of ChatGPT or Claude connected to your accounts. The provider’s terms govern where data is stored. We read them with you before anything connects.
Access is set out in writing.
Access and data handling are set out in the written scope before work starts. It names what the AI can see, what it can do, and who approves each connection.
Safety rules from day one.
Every setup includes written rules in the AI’s settings, such as what never goes into a draft. These rules reduce risk. They don’t remove it.
Your compliance lead or dealer decides.
We set things up to fit your policies. If your compliance lead, dealer or MGA wants it in writing, we write up the setup: what the AI can see, what it can do, who reviews, and where final versions are saved.
See a sample setup recordBring your compliance lead to the call.
Book a free 30-minute call// What the rules say
The guidance already covers AI.Here’s where to read it.
The guidance so far applies the rules you already follow to work done with AI. Each summary below is our plain-language reading. Read the source, and check with your compliance lead or dealer.
Canadian Securities Administrators (CSA) · December 5, 2024CSA Staff Notice and Consultation 11‑348: Applicability of Canadian Securities Laws and the Use of Artificial Intelligence Systems in Capital Markets
Securities law is technology-neutral. Registrants stay responsible for their advice and recommendations, whether or not AI helps. CSA staff expect AI policies, human oversight, outputs that can be explained, proper records, and oversight of outside AI providers.
Applies to: Registered dealers, advisers and portfolio managers.
Read the source (opens in a new tab)Privacy Commissioner of Canada and provincial regulators · December 7, 2023Principles for responsible, trustworthy and privacy-protective generative AI technologies
Use de-identified information in prompts where you reasonably can. Enter personal or sensitive information only where you are authorized to. Tell people when they are dealing with a generative AI tool.
Applies to: Any firm that handles personal information.
Read the source (opens in a new tab)CIRO · February 17, 2026CIRO Compliance Report for 2026: Helping Dealers with Compliance
CIRO says its examinations will review how dealers use AI and the controls that check it works as designed. Dealers should understand and document their AI use across the business.
Applies to: CIRO investment dealers and mutual fund dealers.
Read the source (opens in a new tab)CCIR and CISRO · 2018Guidance: Conduct of Insurance Business and Fair Treatment of Customers
Sets the conduct expected of insurers and intermediaries, from product design to claims. It predates generative AI. Our reading: the fair treatment standard applies to advice and client messages however they were drafted.
Applies to: Insurers and intermediaries, through your provincial regulator.
Read the source (opens in a new tab)Not legal adviceThese are plain-language summaries, checked September 28, 2026. Your dealer, MGA or regulator may set stricter rules, and those come first.
// Read before your call
Free resourcesfor financial services firms.
// Free resource
Advisor AI use map
Where you can and can’t use AI, with sources.
Open the use map// Ways to work with us
One free first step.Three ways to go further.
What you keep: everything we set up.
Fractional AI leadership
From $6,000 CAD a month
Chase leads your firm’s AI rollout part-time for a monthly fee: first you, then your leaders, then your teams, over 90 days.
90-day minimum. Measures agreed up front and reviewed every 30 days.
Solo
$1,800 CAD
Chase sets up Claude, ChatGPT or Copilot to draft jobs such as follow-up emails and quotes, adjusts it as you correct it, then coaches you for 30 days. You keep everything he builds.
For one person who wants their own work set up first.
Solo for Execs
$2,900 CAD
Solo, plus the documents a leader needs to answer the board, partners or staff. At day 30 you have an AI position brief (a short written statement of where your firm will and will not use AI), a staff AI-use policy, talking points and a personal 90-day plan.
For the person who answers for how the firm uses AI.
// Good to know
Questions principals ask first.
Plain answers. Not legal advice.
Our dealer or MGA decides which tools we can use. Can we still do this?
Yes. We start with what they already allow. If they want it in writing, you get a setup record to share with them before anything connects.
Can we put client information into AI?
Often yes, on a business account with the right settings and inside your policies. Where you reasonably can, leave identifying details out. We set written rules for what never goes into a prompt or a draft.
Will this pass our compliance review?
We can’t approve anything, and we won’t claim to. We can document the setup, the data rules and the review steps so your compliance lead, dealer or MGA can review them against their own rules. You can see a sample setup record before the call.
Are AI drafts part of our records?
That depends on your regulator and your policies, so your compliance lead or dealer decides. We set up the process so the final, reviewed version is saved where your records already live.
Do we need to clean up our data or replace our CRM first?
No. We start with how the work happens today and the software you use today. Cleaner records and written procedures come out of the work.
Is our data used to train AI models?
On business plans, the major providers say they don’t train on your data by default. We check the current terms of your plan with you before anything connects.
Will AI make our service feel less personal?
The aim is the opposite. Less time on data entry, chasing and re-reading email threads means more time with clients. Your people keep the relationships and the judgment.
What if the AI gets something wrong?
Sometimes it will. That’s why a person reviews anything that reaches a client, and why the rules are written down. When something slips through, we add a rule so it doesn’t happen again.
Will this work with our CRM, dealer platform or agency system?
We don’t specialize in any one financial-services system. We work with what your AI tools can connect to, such as email, calendar, documents and many CRMs, and we tell you early if a system can’t connect.
Do you carry insurance?
Yes. Sidekick carries professional liability (errors and omissions) and cyber liability insurance. We can share a certificate of insurance on request.
What do you keep from our calls?
Notes from our calls go into Sidekick’s client records. Recording is optional and only with your permission. If you prefer, we take handwritten notes only, and those go into the same records.
// Next step
Bring the question you, your compliance lead or your dealer keep asking.
Tell Chase how your firm works today. Hear where AI fits, where it doesn’t, and what is safe to start with.
Have a question first? Ask it here, text Chase at 778-999-0985, email, or connect on LinkedIn.