In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

You can use the Client Fee Dashboard to indicate which of your clients you would like to pay the fees for, including nominee account holders, until June 30, 2024 (no exceptions). This option will be locked down after June 30.

As a reminder, fees have been harmonized at $50 plus tax for all clients, whether they hold client-name, nominee or intermediary accounts.

Reminder to Complete Survey – Spouse/Staff Fee Waiving
We remind you that Investia is waiving the Client Fee for Investia Representatives, as well as for their spouses and Investia administrative staff (Investia nominee accounts only).

As a reminder, in order to benefit from this offer, please don’t forget to complete the following survey (while ensuring to provide all applicable client IDs) no later than Thursday, May 16, 2024.

Advisor Survey – Investia Client Administrative Fees*

*The survey language can be changed from the top-right corner of the survey.

Client Fee FAQ
For additional information, click here to read the Client Fee FAQ, which can also be found on the Advisor Centre under the “Communications” section.

Should you have any questions, 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.