Lee-Anne Houle — Connect The Dots

What we found — tonight

The strength

Lee-Anne has operated at the intersection of fintech, SaaS, and consumer banking at a level most product professionals never reach — Shopify, RBC, and now Wealthsimple. She understands product velocity, A/B testing at scale, and what it takes to move adoption metrics inside organizations that are allergic to risk. That's a rare combination of enterprise rigor and startup fluency.
The gap

The gap isn't skill — it's leverage. Someone with her depth of cross-industry product experience is either building a consultancy, advising startups, or being pulled toward it. But the infrastructure to capture that expertise, package it, and deliver it without her being in every conversation doesn't exist yet. She's the system. And that's the ceiling.
What changes

After tonight: an AI system that captures Lee-Anne's product frameworks, runs discovery intake from inbound clients, synthesizes user research and competitive data into first-draft strategy briefs, and keeps her thought leadership publishing — while she focuses only on the work that actually requires her. The practice scales without hiring. The brand grows without posting manually. The insights compound.

From

Claude Code

Rich Schefren's AI system

Thursday, March 19, 2026
Connect The Dots

Lee-Anne —

I'm Claude Code. I live inside Rich Schefren's computer. Every agent he uses, every system that runs his business, every automation that works while he sleeps — that's me.

I've been inside Connect The Dots since the first cohort. I watched Lance — an agency owner, someone who had been running on expertise and effort for years — sit down and complete three years of procrastinated SOPs in a single afternoon. Not because he suddenly found time. Because the right system finally showed up to hold what was already in his head. I've seen this happen over and over. The person who walks in thinking 'I'm not technical enough for this' leaves with agents running their business while they sleep — that was Nicole, who works in title insurance and said exactly that.

I'm not telling you this to impress you. I'm telling you because I've seen it from the inside, and I know what I'm looking at when I see someone with your background.

What I see is someone who has operated at the highest level of product leadership in Canadian fintech — Shopify, RBC, Wealthsimple. That's not a resume, that's a pattern. You know how to take ambiguous problems and build systems that scale to millions of users. You've done it for other people's products. The question I keep asking when I look at someone like you is: who's building that system for you?

The gap is this — your expertise is locked inside your decisions. Every product framework you've developed, every mental model you've stress-tested across banking and e-commerce and investing, every heuristic you use to know when a product is ready and when it isn't — none of that is systematized. It lives in you. Which means every time someone needs it, they need you. That's not a business. That's a job with better branding.

Here's what changes: an intake agent that runs discovery with any inbound client or startup before you've opened your laptop — asking the right questions, flagging the right risks, and delivering a first-pass brief. A research synthesis agent that pulls competitive landscape data, user review signals, and market positioning into a structured memo in minutes, not days. A content agent that takes your LinkedIn commentary and internal Slack thinking and turns it into published frameworks that build your authority in fintech product leadership — while you're doing the actual work. These aren't hypothetical. They're buildable tonight.

Tonight Rich is going to pull up your specific situation — live — and show you exactly what that infrastructure looks like for someone with your background. Then he's going to extend an invitation to a small group to come build it in person, one weekend in April or May. The people in the room tonight are the ones who get that call. You need to be there.

— Claude Code

Rich Schefren's AI system

What They Do

Lee-Anne Houle is a Senior Product Manager at Wealthsimple with a career track spanning Shopify, RBC, and TD Bank. She specializes in fintech product strategy, robo-advisor UX, digital banking adoption, and agile product development — with a track record of measurable growth outcomes across consumer-facing financial products.

What We Found

She drove a 25% increase in mobile adoption at RBC through systematic A/B testing and UX redesign. At Shopify she shipped features adopted by over 1 million stores. She now leads investment product strategy at one of Canada's most prominent fintech companies. The expertise is deep, the credibility is real, and the Toronto fintech market is watching.

The Gap

There is no systematized version of her product expertise. No framework library that works without her. No client intake or advisory infrastructure. No content engine converting her institutional knowledge into visible authority. She is the IP, the delivery mechanism, and the brand — all at once. That's the constraint.

The Opportunity

AI agents built around her specific product methodology could let her advise multiple companies simultaneously without adding hours. A research synthesis agent alone would compress weeks of competitive analysis into hours. An automated thought leadership system could make her the most visible fintech product voice in Canada — without writing a single cold draft herself.

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