As a reminder, the Client Fee Dashboard will be closing on June 30, 2025. Please ensure that you identify and select all clients for whom you wish to pay the 2025 Client Fee before this date.
Please note that no exceptions will be made once the dashboard is closed. We urge you to complete this important task promptly to avoid any issues.
Thank you for your immediate attention to this matter.
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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.