Outaouais company selling an AI operating system for Canadian wealth and insurance advisors that records and summarises client meetings, updates the CRM, prepares compliance notes and briefs, and answers questions about the client book.
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Outaouais company selling an AI operating system for Canadian wealth and insurance advisors that records and summarises client meetings, updates the CRM, prepares compliance notes and briefs, and answers questions about the client book.
Its terms name Bloks, Inc., incorporated in Canada, at 26 rue Bellevue, Cantley, Québec, operating from offices in Gatineau. bloks.ai
Listed for a $300,000 repayable contribution under CED's Regional Artificial Intelligence Initiative (July 2026). canada.ca
Named to Canada's Top 100 AI & Tech Startups at ALL IN 2026; its co-founder joined Mila as Founder in Residence. bloks.ai
Products Bloks publishes on its own site. Each card links to the page it was taken from.
AI operating system for advisors
Company describes an AI operating system for wealth and insurance advisors that automates meeting notes, CRM updates, compliance documentation, pre-meeting briefs and follow-ups, syncing with Salesforce, Wealthbox and Equisoft.
Learn moreGovernment support actually received. Unpublished amounts are left out.
CED — Regional Artificial Intelligence Initiative (repayable contribution)
Bloks was listed among Canada's Top 100 AI & Tech Startups at ALL IN 2026, its co-founder joined Mila as Founder in Residence, and the company moved to the bloks.ai domain.
Sourced from the company's own pages or announcements.
Terms the company uses about its own work.
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