CRM 2: Breaking down the new regulations

Rebecca Cowdery, a partner at Borden Ladner Gervais discusses the new major changes to the client relationship model that are likely to have a big impact on advisors and their clients. Cowdery is a specialist in the regulation of investment funds and spent nine years at the Ontario Securities Commission before joining BLG. Cowdery spoke with Patricia Chisholm, a senior editor at Investment Executive.