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...
Term life insurance Canada questions come up all the time. Even so, many recommendations still lean on outdated rules of thumb and quick “napkin math” that do not reflect a client’s actual liabilities, timelines, and offsets. That is when coverage...
We are thrilled to announce that another much-anticipated feature is now live in Snap Projections. Financial Recommendations was created to automate the process of testing different optimization strategies in order to identify strong, practical and implementable...
For Canadian Financial Advisors, regulation has steadily moved in one direction over the past decade: greater transparency. From the rollout of CRM2 to the upcoming implementation of CRM3, or Total Cost Reporting, the message from regulators is clear. Clients should...
Accurate capital gains reporting depends on adjusted cost base (ACB). But ACB tracking can break down when clients have reinvested distributions or return of capital. Broker statements often miss those adjustments, so you end up rebuilding ACB from slips, fund...
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