Tag Archives: MERs

I’m Fed Up with Paying High Fees; Should I Manage My Own Portfolio?

Posted on: October 25, 2017

By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading →

Posted in Investing, Money Coaching, Retirement savings