As mentioned in our April 17, 2025, Virtual Water Cooler Chat, we are thrilled to announce the upcoming launch of the Elite Program, a comprehensive investment management program designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing advisors with scalability, flexibility and time-saving efficiency.

In preparation for fee billing on June 30, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Great news! Our automated KYC update tool is now available on the Investia mobile app. When you enrol a client in the automated KYC update process, they can now submit updates via the mobile app as well.

Good news! Our new estate document transmission tool (for nominee accounts) is now available on the Investia Advisor Centre, in the “Client Search” section of the home page:

Over the past few weeks, our Compensation and Training teams have been working together to develop a quick and easy solution around the theme of “Everything You Need to Know About Compensation”.

Please be advised that effective May 7, 2025, the risk rating of each of the following funds was increased by National Bank Investments Inc. (“NBI”):

Please be advised that effective May 23, 2025, the risk rating of the following fund was increased by Canada Life Investment Management Ltd. (CLIML):

Do you know it? Accessible from the Advisor Centre, the online store offers a wide variety of promotional items showcasing the iA logo. Whether you’re looking to elevate your events, stock up on office supplies or surprise a client or business partner with a unique gift, you’ll find plenty of options! 

As shared at last week’s Water Cooler session, we are pleased to announce a strategic change in our Office 365 platform administration. Effective June 1, 2025, we will transition platform support from Calligo to Solulan, a move designed to strengthen the level of service and support provided to your business. Solulan is a nationally recognized IT consulting firm, specializing in integration and the management of technology and cybersecurity systems since 1999. We are excited about the opportunities this change brings. 
 

We would like to remind you that our Virtual Best Business Practices Roadshows will be held from Monday, June 2 to Thursday, June 5, 2025. The event will include 2 hours of live presentations per day, from 1:30 p.m. to 3:30 p.m. (ET). The invitation email was sent to you on Tuesday, May 20.