Meet the Team
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333 Bay St.
28th Floor, West Tower
Toronto, Ontario
M5H 2R2
lois.smith@cibc.ca
Tel: 416 594-7967
rodney.falconer@cibc.ca
Tel: 416 956-6248
Toll Free: +1 800 263-3803
Fax: 416 594-7951
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What Will CRM2 Mean For You?
Much has been communicated about the Client Relationship Model - Phase 2 (CRM2) over the past few years but we want you to know what it will really mean for you.
Performance and fees will be reported in a clearer way. It's as simple as that. Beginning in January 2017, you will receive enhanced year-end reports which will provide a detailed view of the performance of your accounts and the fees associated with them. Click to view a sample report.
For more detail about these changes, see our article Client Relationship Model - Phase 2 (CRM2) - what's coming in 2017?
Smith Falconer Financial Group welcomes these changes which will provide you with more and better information about your investment experience.
Very best regards,
CIBC Wood Gundy
Smith Falconer Financial Group
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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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