Client Relationship Model 2 Update

Cooper Schneider Financial

December 16, 2016

In lieu of a commentary from Portfolio Manager, Daryl Cooper today, please find a communication from Scotia Wealth Management regarding the second phase of the Client Relationship model, known in short as CRM2:

The Value of Wealth Management Advice – CRM 2 Update for December 2016

New financial industry regulations, known as the Client Relationship Model II (or CRM 2), have been implemented to provide you with greater transparency and understanding of all components of your accounts. As part of these regulations, you will start to receive an annual report for each of your accounts, which will include a snapshot of how your account has performed, along with all associated fees – beginning in January 2017. As your professional Advisor Team, an important component of our commitment to you is to deliver value for your fees. Please find attached The value of wealth management advice – which provides further insights on the new annual report and the value that we provide to you.

We have always valued and provided open communications with our clients. If you have any concerns or questions, you can contact us anytime at 306-343-3255.

Have a great weekend!