We are pleased to announce the launch of our new dedicated estate email estates@investia.ca, effective Monday, September 9, 2024. This new channel will allow you to communicate directly with our team of Estate Specialists to ensure that you receive their expert support in a timelier manner.
Important note: This new email box is reserved ONLY for estate-related questions directed to our Estates team. No estate documentation should be sent to this address. All estate documentation should be shared as indicated in Administrative Procedure #32 – Estates.
Estate Checklist
We would like to take this opportunity to request your support by providing all the necessary documents with each of your estate requests using our Estate Checklist, as this will help reduce processing delays and improve efficiencies.
The Estate Settlement Checklist (Quebec and outside Quebec versions) can be found on the Advisor Centre under the “Procedures and Forms” section: