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Canadian AI Governance Scorecard
An AI governance checklist for Canadian finance, wealth and advisory teams.
Review one workflow, check the evidence behind your AI decisions and choose your next action. Includes vendor questions and a public-source finance example.
Put one AI workflow under review
An assessment on the front. A practical reference on the back.
Business education only. This worksheet does not establish compliance.
Check five foundations
Record the evidence for your workflow, flag gaps and name the next action.
Ask six vendor questions
Check storage, processing, training, retention, audit controls and legal jurisdiction.
Try a finance example
Adapt the public-source briefing prompt, review the output and keep an evidence record.
Before you use it
Does completing it establish compliance?
No. This is a working sheet for a team discussion. It does not certify a tool, approve a workflow or establish compliance.
Should I include client information?
No. Use a generic workflow description. Save completed scorecards within your firm's approved storage and sharing arrangements.
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