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FYI: Regulations for your Financial Advisor : How it affects retired investment clients –
Since 2009 implementation, there has been a new set of rules and reporting requirements on your non-registered, RRSP, and TFSA accounts. The current phase is called CRM2, with the 3rd phase called CRM3 still in development and expected to be in force by start of 2027 . Client Relationship Model, or Phase 2 (CRM2) is a regulatory initiative designed to help clarify investment performance, communication, and costs for investors, as well provide more transparency. Come join Wei Woo as we discuss what this all means, and to find out if your financial advisor or investment advisor is doing what is in your best interest.
Additional Info:
Instructor Info
Wei Woo
Excluded Activity Dates
These are noted days where “FYI: Regulations for your Financial Advisor : How it affects retired investment clients –” will have no activities due to holidays or another reason.
More info for this activity is coming soon.
Please check back later.
Class Info
| Date | April 16 |
| Day | Wednesdays |
| Time | 1:30 PM to 3:00 PM |
| Availability | 20 Spots Available |
| Location | Edmonton Room |
This class will occur 1 time during this session. | |
Class Prices
| Member Session Fee: | $3.00 |
| MEMBERS: Click here to register | |
| Non-Member Session Fee: | $3.00 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |
| Member Drop-in Fee: | $0.00 |
| Non-Member Drop-in Fee: | $0.00 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |