CIRO has released an updated version of its FAQ on the recent cybersecurity incident, dated September 10. For more details, please click on the following link:

As we approach the end of the current Continuing Education (CE) cycle, we would like to remind you that all registered individuals (i.e., Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers) are required to comply with CE requirements to maintain their registration in good standing.

We are pleased to inform you that, starting September 22, 2025, iA will be adopting a new brand positioning to better reflect who we are today and where we want to go. This change is intended to set us apart and enhance brand consistency, helping to further accelerate our growth and maximize our recognition across North America.

If you chose through our portal to pay this year’s Client Fees on behalf of one or more of your clients, we would like to remind you that the first deduction will be made from your commissions this week. This deduction will be reflected on your pay deposited to your bank account on Thursday, September 18. 

Our Water Cooler Chats are back! Join us on Thursday, September 18, 2025, from 2:45 p.m. to 3:30 p.m. (ET) for our next live event.

Good news! A new report is now available on the Investia Advisor Centre, i.e., the Rebalancing Status Report of client model portfolios:

Dashboard reactivation
The Client Fee Dashboard on the Advisor Centre will be reactivated tomorrow, Friday, September 5. You will then be able to access it to view your clients’ updated fee payment information.

The Ontario government has announced that amendments to provincial securities legislation officially came into force on July 1, 2025. These changes impact the investigation procedures of the Ontario Securities Commission (OSC).

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.

Click here to save the dates for the 2025 Admin Personnel Summit.