Click here to get a summary of key information to help you prepare for this year’s RRSP season.

Please find below some key reminders regarding letters of indemnity (“LOIs”).

In order to streamline the processing of estate requests and ensure the timely liquidation of a deceased client’s account with the executor and/or beneficiaries, here are four useful tips:

As you may already know, the purpose of National Instrument 54-101 is to provide greater protection for investors by regulating the sharing of personal data with various organizations, including, among others, issuers of exchange traded funds (“ETFs”).

As part of this initiative, we are required to obtain our clients’ explicit authorization for the transmission of their personal information to these entities, or their refusal to do so. 

We are happy to present the full range of online group training courses available this quarter on Investia Learning (How to Register?).

Click here to save the dates for the 2025 National Business Conference.

Click here to read Louis’ heartfelt Holiday message, filled with gratitude and inspiring reflections for the year ahead.

Happy Holidays!

As you may have heard, Canada Post resumed operations on December 17, but mail delivery delays are expected over the next few weeks. 

We would like to thank everyone who attended our Virtual Water Cooler Chat last Thursday. For those of you who missed it, you can watch the presentation by clicking on the following recording link: 

To ensure our clients’ records are current and compliant, more fund companies now require the federal business number, in addition to the NEQ for Quebec. Some fund companies have already reached out to you regarding this. Therefore, we remind you that it is your responsibility to add this information to the company details in Univeris.