As part of our year-end process, all holders of nominee RRSPs or LIRAs/locked-in RRSPs who will have reached the age of 71 by December 31, 2025, are required to transfer their account to a RRIF or LIF before the end of the year.

The Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

On August 18, 2025, Investia was informed of a cybersecurity incident affecting the Canadian Investment Regulatory Organization (‘’CIRO’’). CIRO originally identified the incident on August 11, 2025, and has since taken several precautionary actions to ensure data integrity and security. 

A privacy incident occurs when there is unauthorized access, disclosure, or use of personal information (e.g., social insurance number, date of birth, health status, insurance premium), or when such information is lost or stolen.

Cyber incidents can occur as a result of human error, an external attack or a technical failure. They must be reported quickly to limit the impact and allow the compliance or IT security team to respond.

Effective August 13, 2025, the risk rating of the following funds was changed by CIBC Asset Management Inc. (“CAM”):

Please be advised that the Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

We would like to remind everyone about our Nominee Estate Document Transmission Tool, which was launched on May 29 on the Advisor Centre. You can access it from the “Client Search” section on the home page:

In response to questions and feedback received, we are pleased to share an updated FAQ document for our Conquest Planning service offering. The key update has been made to Question 21 to clarify access for administrative staff and the requirement to have existing access to the Advisor Centre to use the Conquest application.

This year’s client administrative fees have been processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 for most fund companies, except for Dynamic Funds. For Dynamic Funds, the fees will be withdrawn from your clients’ assets tomorrow, Friday, August 8.
  

As a reminder, the deadline to submit your application to join our Advisor Workgroup is September 1, 2025. If you’re interested in contributing to the evolution of our service offer and representing your peers, we encourage you to review the details below and submit your nomination as soon as possible.