SAME FEES CLEARER STATEMENTS

By Bruno Scanga Financial Columnist Folks starting December 31, 2026, all your Segregated fund Investment statements will include a breakdown of what fees you’re paying to invest in your segregated fund contract. This process was introduced in the mutual fund platform a few year back and now has come into effect with segregated funds. In a part of a new industry-wide change to help make fees and charges easier to better understand and more transparent your updated statement will give you a clearer view of your investments fees. These changes are meant to support better conversations with your advisor about costs, value, and your financial goals. Your advisor is your partner in long-term success, offering personalized guidance, helping you stay on track, and supporting you through market ups and downs. Please review this information with your advisor to ensure you understand your plans and you goals are on track. If you have questions or want to talk through what’s changing, reach out to your advisor. The fees themselves aren’t changing, but how they’re shown on your statements is. You’ll see, Total annual cost of investing shown in dollars, Clear explanations about investment fees, Enhanced performance reporting. Safe travels, until next time good planning!!