Snap Projections

The next major evolution in Canadian investment regulation is coming—and it will change how clients see cost, value, and advice. With the transition from CRM2 to CRM3 (also known as Total Cost Reporting, or TCR), Canadian Financial Advisors, Planners, and Investment Managers are entering a new era of transparency. By 2027, clients will receive clearer, […]

Artificial intelligence seems to be everywhere right now. Every week, a new platform claims it can automate workflows, generate advice, replace manual processes, or completely transform the way Financial Advisors work. While there is certainly excitement around the future of AI, many Advisors are asking an important question: How can I use AI to become […]

For years, many Financial Advisory relationships have revolved around investment performance. But in today’s environment, especially with increasing fee transparency through Total Cost Reporting, clients are evaluating Advisors differently. They’re asking: What value am I really receiving? How does this advice improve my life? What am I paying for beyond portfolio management? Th...

For many Canadian Financial Advisors, the upcoming shift to CRM3—also known as Total Cost Reporting (TCR)—initially feels like a compliance burden. More disclosure. More scrutiny. More client questions. But that framing misses the bigger picture. CRM3 is not just a regulatory change—it’s a growth opportunity. Advisors who embrace it strategically can use this moment to: […]