As mentioned during today’s Virtual Water Cooler Chat, we are pleased to announce the official launch of our partnership with ClearEstate. This collaboration brings industry-leading estate planning and settlement services to your clients—delivered through a digital platform designed to simplify a traditionally complex process.
Next Steps — Get Started with ClearEstate
You can now log in to the ClearEstate platform and begin exploring the tools and resources available to you.

Login here (SSO enabled): https://login-adv.investia.ca/home/adv-investia-ia_clearestate_1/0oau5u7cxjKfk7kDZ697/alnu5ulbdl1BrBHQG697

Please note that your access to the ClearEstate platform is linked to your single sign-on (SSO) used when connecting to Investia platforms such Advisor Centre, Univeris, etc.

Once inside the platform, you’ll be able to refer clients for estate planning and settlement services. How-to demos are available within the platform.
In the platform, you will also be able to access the Advisor Help Centre, which includes:

• Step-by-step tutorials on using the platform
• FAQs and referral instructions
• Downloadable marketing materials