Virtual Water Cooler Series – Conquest Reference Documents & Invitation to Next Event

First, we would like to thank everyone who attend last week’s Water Cooler. Below is a summary of what was covered in this session:

• Investia update with President Louis H. DeConinck;
• Sales reorganization and advisor training with Frédéric Laverdière-Pagé, Vice-President, Business Sales Development at Investia; and
• New partnership with the financial planning firm Conquest Planning.

Unfortunately, due to a technical error which occurred during the live recording, we are not able to share the recording link with you. However, we kindly invite you to  refer to the following documents to obtain more information about our partnership:

• Conquest presentation
• Conquest pricing

For any questions regarding Conquest Planning, including information about how to register, please send an email to innovations@investia.ca.

April Water Cooler
Our next Water Cooler will be held on Thursday, April 18, 2024, from 2:30 to 3:15 p.m. (ET), and it will be dedicated to the subject of banking information. Stay tuned for more information about this event in upcoming communications.

Thursday, April 18, 2024, from 2:30 to 3:15 p.m. (ET)
Add to your calendar | Join the event *
*a few minutes before it starts

Should you have any questions or require information about our events, please send an email to events@investia.ca.