In preparation for fee billing on June 30, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Premium Partner Program & advisor survey 
With our Premium Partner Program, advisors, their spouses and assistants are once again this year eligible for a client fee waiver. Last year, a survey was sent out to collect this information and our client fee dashboard has been updated accordingly, with a new eligibility status of “Fee Waiver”. Please review the dashboard to ensure this information is accurate. If you have clients that are missing or need to be removed from this program, or if you did not fill out the survey last year, please complete it via the link below no later than June 20, 2025. 

Should you have any questions regarding client fees, please do not hesitate to reach out to our Client Services team, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.