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Client Consent for AI Meeting Recording in Canada: A Three-Layer Guide for Advisors

Client Consent for AI Meeting Recording in Canada: A Three-Layer Guide for Advisors

Recording a client meeting with an AI note-taker triggers three Canadian consent and recordkeeping rules. The Criminal Code, PIPEDA, and CIRO each ask a separate question. Practical scripts and a CRM audit trail for advisors.

CIROPIPEDAConsentAI ComplianceQuebec Law 25Financial AdvisorsCanada
16 min read
April 26, 2026
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