Continuum, an AI-powered client intelligence platform built in Toronto, argues that the value of AI in wealth management depends entirely on the client context behind it. Co-founders Daniel Asper, Matthew Tory, and Alex Dashefsky built the platform after observing how much relationship knowledge never survives the gap between an advisory meeting and the CRM. Advisors at nearly 500 Canadian firms managing over $150 billion now use Continuum, which holds SOC 2 Type II certification and keeps all client data in Canada.
Continuum addresses the gap between what advisors know about clients and what their systems actually capture. After watching advisors work, the founders found that the knowledge driving strong relationships, such as a client's reason for liquidating shares, an unresolved estate conversation, or a house purchase under consideration, rarely makes it into a CRM. Across five client meetings a day, much of the nuance critical to personalised service is lost before it can be recorded.
Daniel Asper and Matthew Tory left Shopify, where Asper worked in product management and Tory was a lead engineer, and started a side project called One Place, intended to give families and advisors a better way to work through financial decisions together. Alex Dashefsky, who had built a direct-to-consumer business and worked in venture capital, joined after his own family tested an early version. He relocated from the US to Toronto, and the three built Continuum together after observing that advisors were driving roughly 90 percent of engagement with the original product.
General-purpose AI can generate a large number of strategies quickly. Asper notes you can build 12 tax strategies in five minutes, but the tool produces no guidance on which one fits a specific client. Continuum's AI is designed to work from years of accumulated conversations, decisions, and client circumstances rather than isolated prompts. The distinction matters because advisors are expected to advise the same family for 10 or 20 years, which requires taking real ownership of decisions alongside clients rather than producing an open-ended list of options.
Pages lets advisors turn a meeting and their own documents into a branded, interactive deliverable, such as a proposal, financial plan, or meeting recap, that clients can explore and ask built-in AI questions about. Advisors can see what a client opened and what they asked before the next conversation. Advisors using Pages report closing new prospects faster because a prospect leaves the first meeting with something built around their own situation rather than a generic follow-up email.
Canadian advisors work through their firm, the firm's IT function, and the dealer before they can adopt new technology, a process that turns a single purchasing decision into an extended campaign. Continuum was designed from the start around Canadian dealer structures, compliance requirements, and the tools Canadian advisors already use. The platform has signed exclusive distribution agreements with Carte Financial, Sterling Mutuals, and Monarch Wealth, and is already in use at firms including IPC Wealth, iA Private Wealth, and Manulife Wealth.
Asper estimates more than half the industry is over 50, putting a large number of books into transition. When an advisor retires, the context held in their memory does not transfer with the client list, and a new associate typically inherits a CRM with gaps built up over years of manual upkeep. Dashefsky says firms using Continuum have brought new assistants up to speed in days rather than months because they can query a complete client record and have a conversation with it instead of shadowing the retiring advisor.
Continuum's founders argue that AI models will keep improving and the gap between competing tools will narrow, but the gap between a firm with years of structured client history and one starting from scratch will not. Context that was never captured cannot be regenerated later. Continuum currently holds over 60,000 client meetings captured and more than 100,000 questions asked of its AI, with one in two users on the platform daily across firms managing more than $150 billion. "The firms that win will be the ones investing early in the data and client context that make AI more valuable over time," Asper says.