Did you know there are rules that govern transparency behind the costs and performance of your investments? In this episode of Smart Money, we uncover the mystery behind CRM2.
Did you know? The abbreviation “CRM2” stands for “Client Relationship Model 2”.
Watch Episode 7 of Smart Money, a Web Series by Nest Wealth
What is CRM2?
There are guidelines that your wealth professional must follow in order to keep fees and performance transparent. Watch the video to learn what CRM2 is and why it’s helping investors across the country!
Have you ever thought to yourself “Self, there has to be a better way for me to invest my money than in mutual funds with investment advisors who are making a percentage of what I invest, regardless of the performance of my portfolio.” If this is you, allow us to introduce you to Randy Cass […]
With a shrinking number of Canadian employers providing employer-sponsored pension plans, RRSPs are more important than ever. In order to help you better understand RRSPs and the benefits, here are the ABCs of RRSPs:
In this article by the Globe and Mail’s Rob Carrick about online wealth managers, Rob writes about the financial technology (“fintech”) movement in Canada and says firms like Nest Wealth “make good sense for the right type of investor. That would be someone who has neither the time nor inclination to learn about do-it-yourself investing […]