ChatGPT Searches Deliver Dozens of Leads to Advisors as Canadian Firms Tread Carefully on AI
Updated
Updated · The Globe and Mail · Jun 3
ChatGPT Searches Deliver Dozens of Leads to Advisors as Canadian Firms Tread Carefully on AI
3 articles · Updated · The Globe and Mail · Jun 3
Summary
About three months ago, some Canadian advisors began appearing in ChatGPT answers to questions like pension planning, and IG Wealth says those teams are now getting dozens of leads.
Those advisors tend to share the same traits: comprehensive planning-focused websites, compliant public social-media profiles and a steady volume of authentic online content that AI systems can surface.
Over the past 18 months, firms have also used tools such as ChatGPT, Microsoft Copilot and Writer AI to draft clearer client communications, personalize outreach and help advisors scale relationships and retention.
Canadian adoption is still cautious because anti-spam and privacy rules limit AI-driven prospecting; tools that identify life-event triggers and contact details are available in the U.S. but not in Canada.
That regulatory gap is pushing Canadian advisors toward AI uses such as targeted ads, website optimization for AI search and behavioral-finance messaging rather than aggressive lead-list generation.