Our research shows that CRM2 Fee and Performance Reports often alarm investors when they see them for the first time.

How will clients react when they receive yours? We'll review your reports and help prepare advisors to respond to client concerns. >Review your reports now


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We know how investors will react

We understand what advisors need

Our tools and training help advisors have comfortable conversations with clients about fees, performance and value. 


Get to know us

We are a driven team of financial industry professionals that bring a unique perspective to CRM2. We know that many investors will be shocked by the new fee and performance information and may start shopping around. Our goal is simple: to help advisors confidently express their fee-worthy value and build trust with their investors.

Meet our Management Team

Susan Silma

Susan is Canada’s CRM2 thought leader. While at the Ontario Securities Commission, she championed the launch of CRM2 and introduced Fund Facts for mutual funds. Susan's focus on investor-friendly communication makes compliance practical for firms and understandable for clients.

Follow Susan on LinkedIn.

Brent Klassen

Brent is an accomplished personalized communications expert with extensive financial industry expertise. Central to all his enterprise communications initiatives is a client-centric mindset, whether the project is about achieving compliance, saving money, or generating revenue. 
Or all three.

Follow Brent on LinkedIn.

Dave Carr-Pries

Dave is a leading authority on information design and personalized financial communications. As president of Blue ID, Dave’s strategic communications initiatives span banks, credit unions, insurance companies and wealth management firms in Canada and the US.

Follow Dave on LinkedIn.

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