Is Your Financial Advisor Offering You Great Value? Top 10 Things You Should Consider

With the client relationship model (CRM) rules introduced by the Investment Industry Regulatory Organization of Canada in mid-2016, clients now have a much clearer picture of the fees they’re paying and rates of return they’re earning. For many investors, the CRM rules and subsequent simplified statements prompted a closer examination of their financial advisor’s services. Rightfully so, investors started asking, “Now that I have a better understanding of the fees I...