Episode notes

Welcome to the CanadianSME Small Business Podcast hosted by Maheen Bari, where we explore strategies for scaling and modernizing professional services. Today, we focus on AI-driven wealth management and how advisors can protect client trust while reducing operational friction. Joining us is John Connell , Co-founder and CEO of Focal AI , Canada’s leading secure AI assistant for financial planners. John has led high-growth tech initiatives at Microsoft, compliance platforms, and wealth management firms.

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