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CRM3 Explained: What Canadian Investors Need to Know Before 2027
About This Episode
CRM3 is the next major evolution in investment cost transparency and it arrives on Canadian investment statements in early 2027.
In this episode, Keith Matthews is joined once again by TMA's chief compliance officer and director of operations, Michael Baldoni, for a follow-up to their episode on fiduciary care. CRM3 follows CRM1 and CRM2, two earlier rounds of fee disclosure reform, but goes a step further with a single number, the FER, that shows exactly what your investments cost you in dollars. Keith and Michael break down what's changing, what it means for your…
The skinny
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