Clarity About Your Investments

More Clarity About Your Investment Performance and Costs

Canada’s investment industry has been working to implement new regulations that better address investor needs and help Canadians understand both the cost and performance of their investments. Set to roll out in January 2017, these new rules, termed Client Relationship Model – Phase 2 (CRM2) are intended to provide investors with more clarity about investment performance and costs.

New Reporting Means Greater Clarity

For more information, please contact Wealth Management at 1.800.728.6440.