Given the ongoing Canada Post strike, which is likely to extend through the holidays, we strongly advise you to prompt your clients to sign up for the Client Portal and e-delivery as soon as possible, if they haven’t done so already. This will ensure they receive their next quarterly statement as well as their tax slips on time. We remind you that clients can change their document delivery preferences on the Client Portal at any time.
In order to reduce the impact of mail service disruptions for your clients, we invite you to review the following important points and reminders:
Alternative to cheques
Given the strike and the industry’s shift away from cheques, we thought it would be a good opportunity to emphasize the advantages of electronic fund transfers (EFTs). Setting up an EFT now for clients expecting a cheque in the mail (e.g., following a systematic withdrawal including RRIF/LIF payments, a client payment, or a redemption of distributions to be paid to the client, etc.) offers several advantages:
To assist with the transition from cheques, we have prepared a document outlining the available alternatives at Investia. This document includes direct links to our administrative procedures for each process.
Click the following link to read this document, which is also available on the Advisor Centre under Marketing / Practice Management:
Alternative to Cheques – Marketing Document for Advisors
Important considerations
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Additional information |
Should you require additional information, please contact our Client Service Department, by email at investia@investia.ca, or by phone at 1 888 684-5548.