Smith Falconer Financial Group
November 05, 2025
Cost of Investing
We are proud of the results our valued clients have achieved and remain committed to maintaining the highest standards of transparency as it relates to the management of your wealth.
Of the utmost importance to our team is that our clients understand how they pay for the high-level of services and resources we provide, alongside the expertise of all investment management professionals we engage.
Canadian regulators share our sentiment. A decade ago, fee transparency was enhanced in annual reporting when charges and compensation to CIBC Wood Gundy were regulated to be included on the year-end investment performance report.
As of January 2027, this will be taken one step further with Client Relationship Model Phase 3 (CRM3), which will include costs related to mutual fund management, expressed in dollar terms.
This is a catalyst for us to strengthen our conversations on the topic.
It will be on the Agenda in our routine portfolio reviews over the next year, and beyond.
We are always here to support you with clear, comprehensive information about your investments, and the cost associated with the value of professional management.
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