We would like to inform you that the presentation accreditation process for the Best Business Practices Roadshows, held from June 2 through 5, 2025, is now complete. Please find below the details of CE credits granted for each eligible presentation.

As a reminder, the Client Fee Dashboard will be closing on June 30, 2025. Please ensure that you identify and select all clients for whom you wish to pay the 2025 Client Fee before this date.

Please note that no exceptions will be made once the dashboard is closed. We urge you to complete this important task promptly to avoid any issues.

Good news! As part of our digital adoption initiatives, we are thrilled to bring back our client contest designed to promote Client Portal and mobile app registration.

Please note that Tuesday, July 1, 2025, is Canada Day and a statutory holiday in all provinces. As a result, the markets will be closed, and no transactions or settlements will take place on that day. We will resume our regular office hours on Wednesday, July 2.

To help raise awareness of World Elder Abuse Awareness Day on June 15, the Canadian Investment Regulatory Organization (CIRO), issued a warning against scams on the rise that target seniors (e.g., unsolicited, spam emails, texts or calls from strangers, or messages on social media, etc.).

If you have not completed the Client Fee survey yet, please do so by tomorrow, June 20, to benefit from the fee waiver, if applicable. As a reminder, under our Premium Partner Program, all advisors, their spouses and assistants are eligible for the client fee waiver. Please review the Client Fee Dashboard to verify fee waiving eligibility (“Fee Waiver” status). 

Good news! Clients can now view their beneficiary details for nominee accounts directly on their Client Portal under the “Client Information” section. 

Please be advised that Tuesday, June 24, 2025, is Saint-Jean-Baptiste Day and a statutory holiday in the province of Quebec. As a result, our services will be maintained during regular business hours, however we will be operating with reduced staff.

As discussed during our Best Business Practices Roadshow presentation on June 2, where we explored strategies to enhance your business with simplicity, efficiency and governance, we are pleased to introduce a new document detailing Investia’s Microsoft O365 offering and Solulan’s services. 

We saw your enthusiasm for our new AI-based Virtual Assistant tool at last week’s Best Business Practices Roadshows, and we thank you for that! 

As we continue developing the tool to provide an enhanced experience and better serve your needs, your feedback remains essential.