Please be advised of an update to the risk rating for the funds listed below, ensuring they align with the latest Fund Fact Sheet evaluation. The products have been reviewed to maintain consistency across our family of companies and to reflect regulatory considerations following the Canadian Investment Regulatory Organization (CIRO) consolidation.
The risk rating changes at the product level will be updated in Univeris as of Friday, September 5, 2025.
Please note that while a decrease in a fund’s risk rating does not automatically reset due diligence requirements or initiate a formal Know-Your-Product (KYP) re-review, it is still considered a best practice to review the product information whenever a material characteristic—such as risk rating—changes.
Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548 or use the chatbot feature available on the Advisor Centre.