How Can We Help?

AdvisorShield is a compliance documentation platform built specifically for Canadian financial advisors. We help you transform scattered notes, emails, and conversations into organized, timestamped compliance packages that prove you did the right thing.

Your free trial gives you full access to AdvisorShield for 7 days. No credit card required to start. You can create up to 3 compliance packages during the trial to experience the full platform.

Absolutely. We use bank-grade 256-bit encryption for all data. Your information is stored on Canadian servers and never leaves the country. We conduct regular security audits and penetration testing to ensure your data stays protected.

AdvisorShield is designed to meet documentation requirements from FSRA, OSFI, provincial securities commissions, insurance councils, and MGAs across Canada. Our audit trails are built to withstand regulatory scrutiny from any oversight body.

Yes, you can cancel your subscription at any time from your account settings. You'll continue to have access until the end of your current billing period. We also offer data export so you can take your compliance records with you.

By default, we retain your compliance documentation for 7 years to meet Canadian regulatory requirements. You can configure longer retention periods if needed. Even after cancellation, archived records remain accessible per regulatory guidelines.

Yes! Our Professional plan supports teams with shared workspaces and manager oversight. For larger organizations or custom requirements, contact us for enterprise pricing with volume discounts and dedicated support.

We accept all major credit cards (Visa, Mastercard, American Express) and can arrange direct invoicing for annual enterprise subscriptions. All prices are in Canadian dollars.