We are happy to share that in 2024, we are implementing a harmonized fee structure across all client account types.
This strategic move aims to simplify the fee landscape, providing clarity and transparency for both you and our valued clients. By standardizing fees, we are fostering a more consistent and equitable experience for everyone, ensuring fairness and ease of understanding.
We believe this change will contribute to a smoother advisory process, enabling you to focus on delivering exceptional financial guidance without the complexity of varying fee structures. It also aligns with our commitment to transparency and client-centric practices.
Updated Client Fee FAQ
For more detailed information, please take the time to familiarize yourself with the updated Client Fee FAQ, which you can find here for your convenience. The updated FAQ can also be found on the Investia Advisor Centre under the “Communications” section.
Should you have any questions or require any information, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.