We would like to inform you that we’ll regularly be updating you on the progress of our tax slip and fee-based invoice mailing process via The 360 Newsletter.

Our progress chart (below) will enable you to consult the delivery status of these documents to facilitate your follow-ups. For this reason, we kindly ask for your support in ensuring that you do not contact Client Services to inquire about the availability of tax slips and invoices issued. 

Progress chart – updated in The 360

Note: For other plan types, fund companies themselves produce these documents.

Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.