About MESa

Built inside the industry it serves.

MESa didn't start as a pitch deck. It started as a working system inside CF Canada Financial — a Managing General Agency with 25 years of operating history — driving a live Advisor Growth Engine for real advisors. MESa is the company taking that proven system to the broader market.

Our Story

From internal tool to industry platform.

1

Built in production

The Mick/Eva/Sally agent system was developed inside CF Canada Financial, a BCFSA-regulated MGA with carrier relationships including Manulife, Canada Life, Equitable Life, and Industrial Alliance.

2

Proven with advisors

The platform runs a live Advisor Growth Engine dashboard for advisor pipeline tracking — not a prototype, a working system on real workflows.

3

Scaling to the market

MESa is the vehicle to commercialize the platform as licensed technology infrastructure for MGAs and advisor networks across Canada.

Founding Team

Operators and engineers. Nothing lost in translation.

60+ years of combined financial-industry experience, paired with technology founders who hold both graduate AI credentials and CFA Program training — a rare combination that means the people building the product actually understand the business it serves.

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Neel Anand

CEO, CF Canada Financial

Founding client, seed capital, and distribution. 25 years of standing as a licensed MGA in the life insurance industry.

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John Perre

LPJ Marketing · VP AI, CF Canada Financial

35 years of financial services experience. Drives product and service vision and leads venture fundraising for MESa.

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Sebastien Perre

Co-Founder, Technology

Master's in Computer Science (AI specialization) and CFA Program graduate. Leads technical development with grounding in finance.

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William Bourgeois

Co-Founder, Technology

Master's in Computer Science (AI specialization) and CFA Program graduate. Leads technical development with grounding in finance.

Why Now

The moment for agentic AI in advice.

The technology is ready

Large language models have reached the reliability and cost point where always-on, agentic workflows are commercially viable for regulated financial services.

The market is searching

MGAs and advisors are actively looking for AI tools — and finding only generic horizontal software or unregulated tools that create compliance exposure.

The architecture exists

A compliance-aware platform with data-resident handling of client information is a requirement in this industry — and it's already built into MESa's design.

Let's talk about your advisor network.

Whether you're an MGA, an advisor, or an investor — we'd like to show you what we've built.

Get in Touch