AI consulting · Independent financial practices · Canada
Your team is already putting client names into ChatGPT.
I take one time-eating job off a small financial firm's desk with AI, all the way: a migration, a client portal, website bookings, onboarding, document chasing. The rules your team signs come with it, so nobody gets into trouble. Fixed prices. Work done in Canada.
8 questions. Instant score. No email needed.
Advisors, insurance brokerages, mortgage and accounting firms — if you own your book and your decisions, this is built for you.
Attached to a dealer or MGA? Start here instead
All work done in Canada and North America. Nothing offshore.·More than 20 years inside Mackenzie, Fidelity, Fujitsu, the banks, and CAAT Pension Plan·Fixed price, quoted up front·You own everything I build·Shall I Retire, live on the App Store and Google Play
Taking 5 founding practices. The $500 review is credited back if we work together.
What we do
Four services. One fixed price each. All work done in Canada.
Step 1
Find the risk
A 60-minute review of every AI tool touching client data, with a written report and the free fixes.
$500
credited toward any project
Start hereStep 2
Make it safe
Your written AI-use policy, tools configured properly, team trained, one page to show clients.
$3,500
one week, fixed
See what's includedStep 3
Save the hours
One admin process automated with human review: onboarding, renewals, document chasing.
From $4,500
one fixed number after the review
See examplesAny time
Train the team
A 90-minute hands-on workshop with the tools your staff already use. Rules on one page, signed off by the owner.
$1,200
credited toward Safe Start · free 45-min workshop for chambers and associations
See the sessionsClient story
A Toronto CPA firm moved to Microsoft 365 without losing a day
Gagan moved our entire accounting practice from Zoho to Microsoft 365 without a single day of disruption. He also built a secure, user-friendly client portal where every client has access only to their own information, with permissions that are easy for us to manage. What impressed me most was his attention to detail and commitment to protecting our client data. He documented everything, trained our team, and made the entire transition seamless. We now have a secure, well-organized digital foundation that makes our day-to-day operations easier and positions us to adopt AI confidently in the future.
Chirag Lapsiwala, CPA
Managing Director, Western CPA Professional Corporation · Toronto & Halifax
Published with Chirag Lapsiwala's approval. Read the short case study.
Why it can't wait
One client's SIN in a free chatbot can be a reportable breach.
Consumer AI accounts can keep, and learn from, what your team types in unless they're set up not to. Your regulator and your E&O carrier will ask when you knew. Sixty minutes tells you.
Check your exposure, free
Renewal letters, client emails, meeting notes: this is where the pasting happens.
See it working
What this looks like in your practice
The four workflows practices buy most — live and clickable where a demo exists, built the way I'd build yours.
The 9 pm enquiry you currently lose
Enquiry sits until morning→Booking request by 9:04 pm
Your website answers questions about your services the moment someone asks, qualifies the prospect, and captures the booking request with everything you need to confirm. No forms that go nowhere.
Try the live demo siteOnboarding a new client, without the typing
45 min of manual admin→5-minute review
One intake form becomes the welcome email, the CRM record, and the document checklist — drafted for you, sent by you. Nothing reaches a client unreviewed.
Watch it happen liveAI use, documented in writing
Staff improvising with free tools→Written policy, trained team
Know exactly which AI tools your practice uses, where client data goes, and what staff may put into them — documented, so you answer clients and compliance with a page, not a shrug.
See a sample policyThe meeting ends. The paperwork is already drafted.
Evenings typing up notes→Minutes reviewing drafts
I don't build note-takers — purpose-built vendors like Jump, Zocks, or Zeplyn already do this well. I select and configure one, govern it under your AI policy with its data handling documented in your vendor due-diligence file, and wire its output into your CRM. You review and approve each summary; nothing reaches a client or your records unread.
How this works, in plain language
Free download
20 practice-safe ChatGPT prompts.
Drafting, summaries, meeting prep, and client-education pieces. None of them need a client's name or numbers, so your team can use them today.
One PDF for advisors, brokers, and small accounting firms. See what's in it
Send me the 20 prompts
Bank-grade discipline, sized for a five-person office.
More than twenty years running technology and data-governance programs inside Canadian financial institutions, delivered to your practice at one fixed price you can plan around. The same rigour the large firms sell to large clients, without the large-firm invoice.
Gagandeep Singh, founder · Read the background
Fixed price. Fixed timeline.
What you can buy, and what you get for it
No hourly billing and no open-ended estimates. All prices in CAD — US practices pay the same figures in USD. Every service below has a sample you can look at before you speak to me.
Start here
AI Readiness & Safety Review
$500
credited back against any project · 60 minutes, then a written report
Your top 3 automations with hours attached, what your team is already putting into AI, and what to stop this week. You keep the report either way.
Book the $500 reviewRead a sample report →
What you receive
- A 60-minute working session, video or in person
- A written report, usually 4–6 pages
- Your top 3 automation opportunities, with hours saved
- What AI your team is already using, and what to stop this week
- A recommended next step at a fixed price
Then one project, priced up front — and keep it running
Practice Autopilot
from $4,500
three to four weeks · quoted as a single fixed number after the review
One job off your desk, all the way. For the practice losing hours every week to the same repeated work. One fixed number, in writing, after the review.
What you receive
- One process taken end to end: a Microsoft 365 migration, a client portal, website bookings, onboarding, document chasing, or meeting notes into the CRM
- The written AI rules, tool configuration and team session included where the job touches client data
- Everything it produces is drafted for a human to review
- Handover documentation and a recorded walkthrough
- 30 days of defect correction after delivery
AI Safe Start
$3,500
about one week
Included in every project, or on its own for the practice whose staff are already using AI with no rules written down.
What you receive
- A written AI use policy for your practice
- An inventory of every AI use case across the practice
- A vendor due-diligence file for each tool touching client data
- Your tools configured — paid tiers, training off, accounts tidied
- The 90-minute Practice-Safe AI Workshop for the whole team
- A one-page statement you can show clients
AI Care Plan
$400 or $800
per month · Basic or Plus · cancel any time
Everything I build keeps working, and keeps getting a little better.
What you receive
- Basic, $400/month: hosting, updates, monitoring, and support
- Plus, $800/month: everything in Basic, plus one improvement built every month
- Plus: priority response and an annual policy refresh
Add-on
Practice Presence $2,500about two weeks · add-on
Only if your website is the thing holding the intake chat and booking back.
- A modern 5-page practice website with AI intake chat and online booking
- Lead capture into your inbox or CRM · hosting set up · you own all of it
Prices in CAD for Canadian practices, the same figures in USD for US practices. Larger organization — credit union, lender, fintech, insurance carrier? See the AI Opportunity & Readiness Assessment. Founding clients: the first practices I work with get reduced pricing in exchange for a testimonial and two introductions — ask on the call.
Next step
Book a free discovery call.
Thirty minutes, no pitch deck. We'll see whether the $500 review is worth doing for your practice, and if it isn't, we'll say so on the call.
Calendar not loading? Open the booking page or email hello@gaganai.com.
How your information is handled
- No client personal information enters any AI tool during a review.
- Your files are handled by GaganAI professionals in Canada and North America. Nothing is sent offshore.
- Review material is kept on encrypted storage and deleted after the engagement, as set out in our privacy policy.
Shipped, not promised
Real products you can try today
I'm not asking you to take my word for what AI tooling can build. Here is software I designed, built, and shipped myself — including one that passed Apple's and Google's review.
Live on both app stores
Shall I Retire
A retirement-readiness app I designed, built, and published to the App Store and Google Play. It is free, and the calculations run on the device — no personal financial data leaves the phone. It sits in the same domain your clients ask you about, built with the same tooling I'd use for your practice.
Questrade MCP integration
A custom AI integration against a real brokerage API, delivering daily portfolio updates. Private build — I'll walk you through it on a call.
AI training material
The practical, safe-use-of-AI curriculum behind the staff training session in AI Safe Start — taught live, from zero, in plain language.
This site, the demos above, and that app were all built with the same tooling and the same discipline I'd bring to your practice. Client results are published as case studies as engagements complete — with the client's approval, not before.
Gagandeep Singh
Founder, GaganAI
PMP · Toronto / GTA
Serving advisory practices across Canada
Remote engagements available for select US practices
About
More than twenty years inside the industry you work in.
I spent more than 20 years delivering technology programs inside Canadian financial services — Mackenzie Investments / IGM Financial, IBM (working with BMO and Scotiabank), Fidelity Investments, Fujitsu, and CAAT Pension Plan — including FATCA, RESP, and Fundserv regulatory programs, NIST-aligned security initiatives, and enterprise data governance.
Earlier in my career I was visiting faculty at CDAC Computer Education, teaching computer science — and I still teach today, through workshops, public speaking, and mentoring newcomers to Canada since 2017. I'm also a serious long-term investor, so I speak your clients' language as well as yours.
Now I bring all of that to independent practices: enterprise delivery discipline, security-conscious data handling, and modern AI tooling — at a fixed price a small practice can plan around.
I write in public about practical AI for practices — LinkedIn and Medium.
What you're protected by
Hiring one person is a fair thing to be careful about
You're considering paying a solo consultant several thousand dollars. Here is exactly what stands behind that, in plain terms.
A fixed price, or I don't quote
You get the number before we start. If scope changes, it's priced in writing and you approve it before any work happens. You will never open an invoice that surprises you.
Thirty days to find anything wrong
If a deliverable doesn't do what the statement of work says it does, I fix it at no charge for thirty days after delivery. That's written into the contract, not just promised here.
You own everything, from day one
Code, content, accounts, and data are yours — ownership transfers on final payment. Everything is built in standard technology any competent developer could pick up. If you want to replace me, you can, and nothing breaks.
If I'm not the right answer, I'll say so
The $500 review is deliberately the first step. If it turns out a $200 subscription solves your problem, or that automating the thing you asked about isn't worth the build cost, that's what the report will say. You keep it either way.
FAQ
Fair questions
Is my client data safe?+
Data safety is designed in, not bolted on. No client personal information goes into AI tools unless strictly necessary — and then only into paid, business-grade tools configured so your data isn't used for training. Every project ships with a written Data Handling & AI Safety Summary listing exactly what data is touched, where it's processed, and which vendors are involved. Canadian-region hosting wherever possible. The regulator map at gaganai.com/regulators shows which deliverable meets which rule — bring it to your compliance officer.
Who owns what you build?+
You do. Code, content, accounts, and data all belong to your practice, and everything is built in standard technology any developer could maintain. Ownership transfers on final payment — you are never locked in to me.
How fast is delivery, really?+
Fixed timelines are part of the offer: a review in one week, a website in two, an automation in three to four. I spent more than 20 years shipping enterprise projects on deadline — that discipline is the product.
Why fixed price instead of hourly?+
Hourly billing makes your costs unpredictable and rewards slowness. Fixed price means you know the number before we start, change requests are priced in writing before any work happens, and my speed with AI tooling works for you, not against you.
Do you give financial advice?+
No. I automate the operations of your practice — websites, intake, paperwork, reporting. I never build tools that generate investment advice for your clients, and nothing I do is financial, legal, or investment advice.
Do you work with practices outside Canada?+
Yes — I work with US practices too, and everything except the staff training session delivers just as well over video. US engagements are quoted in USD at the same figures shown above. I can also work on site where a client covers travel and accommodation, though for smaller engagements remote delivery gets you the same result without the cost.
Do you perform security audits?+
No — and I'll say so plainly rather than overstate it. I advise on adopting AI safely: usage policy, tool configuration, data handling, and staff training. Penetration testing, security audits, and compliance certification are specialist work, and I'll refer you to someone qualified if you need them.
Are you just selling ChatGPT Business?+
No. A business tier is a setting, not a solution. I write the AI policy for your practice, configure the tools so client data is handled the way the policy says, and train the team. If a subscription alone solves your problem, I will tell you that on the call and not take the $500.
We already have Business licences — why hire you?+
The licence is the subscription. The practice is the rest: a written policy people actually follow, an inventory of every tool touching client data, a dated check of the settings that matter, and a team that knows where the line is. That is what AI Safe Start delivers in a week.