As Canada faces an unprecedented $1-trillion intergenerational wealth transfer, financial advisors are confronting mounting pressures—from tighter regulations and fee compression to growing client expectations for personalized service.
Vancouver-based CRM provider Maximizer is stepping up with a made-in-Canada solution. The company today announced IQ Boost, a new AI-powered feature built specifically for financial services professionals.
Unlike generic AI integrations, IQ Boost is Canadian-built, secure by design, and fully embedded within Maximizer’s CRM, turning existing client data into clean summaries and actionable insights. The goal: to help advisors prepare faster, manage more households, and seize opportunities that might otherwise go unnoticed.
“We’re at a turning point in wealth management,” said Mike Curliss, President of Maximizer. “Generic platforms are giving way to advisor-first technology. With IQ Boost, we’re showing how Canadian-built innovation can deliver secure, practical AI that strengthens client relationships, simplifies compliance, and helps firms capture the intergenerational wealth transfer already underway.”
Maximizer says IQ Boost can save advisors up to five hours of meeting prep per week through instant summaries of client records. The system also flags compliance priorities—such as Know Your Client (KYC) reviews—directly within the CRM and identifies timely opportunities, from portfolio rebalancing to life events like RESP planning.
Industry experts agree that AI is becoming indispensable to advisor productivity.
“AI in CRM is no longer a nice-to-have,” said Victor Toth, Head of Data & Analytics at Canaccord Genuity. “Advisors are expected to handle larger books with fewer resources. AI helps close that gap. It’s not about replacing advisors, it’s about giving them time back to focus on clients.”
“AI is reshaping financial services,” added Patrick Burkart, Benefits Consultant at HUB International. “The winners are those who meet rising expectations with confidence.”
With IQ Boost, Maximizer joins a growing wave of Canadian fintechs building trusted, domain-specific AI tools aimed at helping financial professionals stay competitive in a rapidly evolving industry.
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