We are pleased to inform you that a new client marketing document has been made available: the Investia Corporate Profile. This 4-page promotional document provides a high-level overview of Investia and the services we offer as dealer which set us apart in terms of client experience.
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites. Click on the following link to view the Investia Corporate Profile, which can also be found on the Advisor Centre under Marketing / Client Documents: Investia Corporate Profile
Investia’s marketing materials for clients
As a reminder, the attached document provides a summary of our marketing materials for clients, including the new Investia Corporate Profile, as well as videos, client articles and customizable turnkey letters to help promote your advisory services. If you’re not familiar with this document, take a look at it now and feel free to share these useful resources with your clients and prospects! The Investia Marketing Materials document can also be found on the Advisor Centre under Marketing / Client Documents.
If you have any questions or comments, please send an email to investiamarketing@investia.ca.