Presentation by Research Capital – Wei Woo

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.

Join Wei Woo, Investment Advisor (CIM, EPC), as he discuss what this all means, and to find out if your financial advisor or investment advisor is doing what is in your best interest.

NOTES AND TO REGISTER

Date: Friday, November 21, 2025
Time: 10:00 a.m. to 11:30 a.m.
Location: WSAC Board Room
Cost: Free for members, $3.00 for the public

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