For Canadian financial advisors
Clear Canadian marketing risk before it goes live.
Paste a URL or text. Get compliance flags and clearer rewrites. You decide what ships.
Pre-check only. Not legal advice. You approve what goes live.
How it works
Three steps. Clear risk. Your call.
Spot common Canadian marketing issues before clients, regulators, or your compliance desk see them.
- Step 01
Paste a URL or draft
Drop in a public page, email, LinkedIn post, or landing-page copy. We scan the wording you plan to publish.
- Step 02
See clear risk flags
Each flag shows the exact phrase, why it matters for Canadian advisors, and a clearer rewrite you can edit.
- Step 03
You decide what ships
This is a pre-check, not a green light. Fix what you need, then send final copy through your firm's process.
Structured pre-check
One place to catch risk before it ships.
Advisors, marketing, and compliance can share the same first pass — without pretending the tool replaces firm approval.
- Paste marketing you are about to publish
- Review flags tied to the exact wording
- Edit with clearer rewrite suggestions
- Send the final draft through your firm process
Sample pre-check
Draft only"Our strategy is risk-free and guaranteed to outperform."
Flag · High
Guarantee / risk-free claim
Absolute outcome language can overstate certainty for investors.
Suggested rewrite
"We build a plan around your goals and risk tolerance. Past results do not guarantee future returns."
You edit. Your firm approves. Nothing publishes from this tool.
Features
What you get in every pre-check
Purpose-built for advisor marketing in Canada — not a generic grammar tool.
Built for Canadian advisors
Flags common issues seen in CSA and CIRO-facing marketing — guarantees, safety claims, titles, and thin risk language.
Flags with context
Not a bare keyword list. You get the quote, a plain-English why, and a suggested rewrite in grade-10 language.
URL or text in seconds
Paste a live page or a draft. Either way, you leave with something you can act on before compliance review.
AI suggests. You approve.
Rewrites are optional help. Nothing publishes for you. Your judgment — and your firm's — stays in charge.
Save scan history
Sign in to keep past pre-checks. Free high-level scan now. A deeper paid report is planned later.
Honest about limits
We do not claim legal advice or a clean bill of health. We help you catch obvious risk earlier.
What this scan looks for
- Risky claims such as "guaranteed", "risk-free", "tax-free", "best", "no risk"
- Safety language that may overstate CIPF / Assuris / product protection
- Credential and title wording that should stay precise
- Unclear referral or dual-registration (investments vs insurance) language
- Performance talk without a basic risk disclaimer
FAQ
Straight answers before you scan
Short, clear, and honest about what this tool is — and is not.
- Is this a replacement for my compliance officer?
- No. Compliance Scanner is a first-pass pre-check. It flags common wording issues and suggests clearer language. Your firm's compliance review still decides what goes live.
- Does the tool approve content automatically?
- Never. It returns flags and optional rewrites. You choose what to change, and you (or your firm) approve the final version.
- What can I scan?
- Website pages via URL, plus pasted text from emails, LinkedIn posts, landing pages, and other advisor marketing drafts.
- Is this only for Canada?
- Yes. The rules focus on common Canadian advisor marketing risks — including claims, protection language, titles, and missing risk context.
- Is this legal advice?
- No. It is a practical pre-check only. It does not replace legal counsel, firm compliance, or regulator guidance.
- Is there a free scan?
- Yes. Run a free high-level pre-check without a paid plan. Sign in if you want to save history. A detailed paid report is planned for a later release.