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CRM3 (TCR) - More than compliance - It's a chance to define your value
CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how you handle it could define your client relationships for years to come.In this episode of Insight is Capital, host Pierre Daillie sits down with three leading voices to unpack the realities—and the opportunities—of Total Cost Reporting (TCR/CRM3).Joining the conversation are:
Arnie Hochman, Senior Vice President & General Counsel at SIMA
Dr. David Lewis, Behavioural Scientist, Consultant & Independent Director
Steve Braugiroux, Associate…
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