Agency health check

Twenty plain questions, grouped by the kind of work you do: insurance, mortgage, investments, FINTRAC records, devices and home, cloud accounts and AI tools. You get a clear rating for each area, what is at stake, how training and support would close each gap, and an estimate of the hours a safe AI assistant could give back.

This is a self-assessment from your own answers. It is a starting point for a conversation and a plan, not legal advice, an audit or a verdict. Nothing is stored unless you choose to share your result at the end.