If you have not completed the Client Fee survey yet, please do so by tomorrow, June 20, to benefit from the fee waiver, if applicable. As a reminder, under our Premium Partner Program, all advisors, their spouses and assistants are eligible for the client fee waiver. Please review the Client Fee Dashboard to verify fee waiving eligibility (“Fee Waiver” status).
Note: If you completed the survey last year, you do not need to fill it out again this year. Your responses have been retained and will be used to waive the fees again this year.
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Advisor Survey – Investia Client Administrative Fees* |
Paying fees on behalf of clients – June 30 deadline
If you would like to pay this year’s Client Fees on behalf of one or more of your clients, visit the Dashboard to identify them. You have until June 30 to complete the selection. After this date, this option will no longer be available.
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Key resources available |
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.