As mentioned in our April 17, 2025, Virtual Water Cooler Chat, we are thrilled to announce the upcoming launch of the Elite Program, a comprehensive investment management program designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing advisors with scalability, flexibility and time-saving efficiency.
In the coming weeks, a new Elite Pools tile will be made available on the Advisor Centre homepage, providing access to a document containing supporting material. This document will include links to:
- Advisor brochure
- Client brochure
- Videos
- Reference guide
- Cheat sheet
- and more!
Presentation during the Best Business Practices Roadshows
Be sure to join the Virtual Best Business Practices Roadshows on Wednesday, June 4, for a session dedicated to the Elite Program. This session will provide in-depth insights and detailed information about Elite Pools and tools designed to enhance efficiency. This is an excellent opportunity to deepen your understanding of how the Elite Program can help accelerate the growth of your business and provide your clients with a world-class investment management experience.
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If you are not registered for the Best Business Practice Roadshows, the deadline to register is today, Thursday, May 29: |
For 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.
