Virtual Water Cooler Series – Recording Link

We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, April 18. Below is a summary of key topics which were covered:

• IT technology update, including Conquest Planning integration;
• Compliance update, including upcoming Investia initiatives for 2024; and
• Operations update, where we provided information about the Client Fee Dashboard and the new banking information addition feature on the Advisor Centre.

For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – April 18, 2024

Next Water Cooler
Stay tuned for details on our next Water Cooler Chat in upcoming communications.

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