Run the meeting. Cairn runs the list.

Cairn was built by an advisor to fix his own meetings. The result is less time preparing, nothing missed in the room, and clients who leave feeling like you have everything handled. Here is how that plays out, in the order a meeting happens.

Cairn Silverstar Wealth ← Back to client KYC review D. Whitfield · owner

SECTIONS

01Household

02KYC — Clients1 client

03Prep Notes

04Prep Checklist0/12

05Managed Accounts2 acct

06Outside Assets2 item

07Liabilities2 item

11Document Checklist4 required

12Meeting Notes

13Action Items

15Engagement

Prefilled from the recordBOUCHARD

Worth raising in the room

• No trusted contact person on record

• Beneficiaries have not been reviewed

MEETING DATE

2026-09-23

ADVISOR

Dana Whitfield

LAST KYC

none on record

CLIENT TIER

Silver

Cairn Silverstar Wealth ← Back to client KYC review D. Whitfield · owner

NET WORTH

$1,684,620

TOTAL ASSETS

$2,149,620

Managed $559,620 · Outside $1,590,000

LIABILITIES

$465,000

04 Pre-Meeting Prep Checklist0/8 · 0/4

05 Managed Accounts2 acct · $559,620

RRIF Soren Bouchard 3C-WZHX-T$334,187

Non-Registered Soren Bouchard 3C-WZHX-A1$225,433

Notes Pad

LiveDriversLook AheadSummary

Wants to bring daughter into the next review. Concerned about RRIF minimums in 2027 — confirm with back office.

Auto-savessaved

Cairn Silverstar Wealth DirectoryTasksExceptionsTeamAdmin D. Whitfield · owner

Tasks

Everything that came out of a meeting, with an owner.

Assoc.AdvisorClientunassignedopenin progressdone

Owner	Task	Household	Created
Unassigned	Confirm the RRIF minimum for 2027 with back office	bouchard	2026-09-23	Done Drop
Advisor	Rebalance to target on the RRSP	bergstrom-w	2026-09-04	Done Drop
Client	Return the signed KYC form	bergstrom-w	2026-09-04	Done Drop
Client	Return the signed KYC form	bouchard	2026-09-04	Done Drop
Advisor	Rebalance to target on the RRSP	bouchard	2026-09-04	Done Drop

Cairn Silverstar Wealth ← Back to client KYC review D. Whitfield · owner

11 Document ChecklistBOUCHARD

REQUIRED2 of 4 required documents missing

Agency disclosure signedCPQ on fileTrusted contact person formThird-party access documented

ADVICE PROCESS4 of 4 advice items still to do

Online access set upCash flow analysisInsurance needs analysisEstate documents reviewed

Cairn Silverstar Wealth DirectoryTasksExceptionsTeamAdmin D. Whitfield · owner

Onboarding & transfers

Where each new household or incoming transfer sits, what is blocking it, and for how long.

In build

This screen is being built now. It will show here once it's real.

Cairn Silverstar Wealth DirectoryTasksExceptionsTeamAdmin D. Whitfield · owner

Exceptions

What needs a person's decision today.

Offside · 7Unknown · 2Hygiene · 2

Severity	What	Household	Evidence	Remedy
✕ Offside	KYC review overdue	ADEYEMI (L)	Review overdue by 47 days. Last review 2023-08-09.	Book a KYC review for ADEYEMI (L).
✕ Offside	KYC review overdue	BELANGER (F)	Review overdue by 42 days. Last review 2025-08-13.	Book a KYC review for BELANGER (F).
✕ Offside	Account runs out of cash inside the window	DELACROIX (M)	Cash won't cover what's due before 2026-11-02. Short $423.	Free up $423 of cash — $338,740 is held in securities.
? Unknown	No trusted contact person	BOUCHARD	No trusted contact on record.	Ask at the next meeting; record the answer either way.

Screens are drawn from the product with illustrative data. No client names or account details are real.

What it leaves to others

Your dealer's platform already handles portfolios, trades, performance, and custodians, and does it well. Cairn doesn't try to. It doesn't give advice either; that's your job, and the point is to give you more room to do it. Cairn takes care of the part of the practice nothing else was built for: making sure what you decide actually gets done.