Toronto 
Events Description
CFA Society Toronto, Canada’s leading society for Chartered Financial Analyst (CFA) Charterholders, is proud to announce an afternoon session discussing Disclosure to Differentiation: How Advisors can Navigate CRM3 with Clarity and Confidence.
With the recent regulatory update around transparency in investment fees, Total Cost Reporting marks a pivotal shift in how advisors demonstrate value, build trust, and guide client decisions. This session integrates regulatory foundations, portfolio strategy, and behavioral science to help advisors lead clear, confident CRM3 conversations.
Leading experts Bill Donegan, Steve Braugiroux, Robert Wilson, David Lewis, and Donna Spagnolo will break down what Enhanced Total Cost Reporting covers, the reasons behind its introduction, and the ways it is set to transform client reporting. They will explore fee budgeting approaches that balance returns, volatility, and active management costs, and share communication techniques that improve client understanding and strengthen relationships. The event is designed for midcareer and senior advisors seeking to refine their value proposition and prepare for a more transparent, fee focused environment.
Who is it for?
Adults
HOW MUCH
Tickets : $40 – $60
Registration Ticket: $40.00
Changes to $60.00 after Friday, Mar. 6, 2026
How to get tickets?
WHEN & WHERE
Date:
Wednesday, March 25, 2026, 4:00pm – 7:00pm
Venue & Address
CFA Society Toronto, 120 Adelaide Street West, Suite 2205, Toronto, ON M5H 1T1
Wheelchair accessible
Paid Parking
Accessible by Public Transport
