Reminder – Digital Adoption Client and Advisor Contests

Written by Investia | August 7, 2025 3:15:00 Z PM

Our digital adoption client and advisor contests are currently underway! Below is a reminder of the details:

Client contest
All clients who log in to the Investia Client Portal and/or the mobile app between July 1 and December 31, 2025, are automatically entered into a draw to win a $5,000 cash prize. There will be a draw every quarter: the first one in October, and the next in January.

Advisor contest
To support your efforts in promoting our digital tools, if your client wins the $5,000 prize, you, as their advisor, will also receive a $5,000 travel gift card. There will be a draw every quarter, with the first one on October 1.

Where to find the contest details
The client contest message is currently displayed on:

The Investia Client Portal and mobile app login pages
On the Investia website (in the carrousel at the top of the homepage)

Technical issue
Please note that the contest message may not appear on the mobile app or Client Portal for Investia clients who also hold products with other iA Financial Group subsidiaries. Our team is working hard to resolve this issue. Rest assured: this does not affect client eligibility. Even if the message does not appear, clients remain eligible simply by logging into the app or portal.

Useful resources
Explore these valuable resources, including a new client template letter for you to use to promote the contest:

Thank you for your support and good luck!

Should you have any questions, please don’t hesitate to reach out to us at investia.marketing@investia.ca.

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