Based on the latest update received, the processing delay issue at the CRA is gradually improving, with several files now successfully processed. Client tax slip information should already be accessible in the “My Account” section of the CRA website or will be shortly. However, some delays persist with certain files, particularly those related to TFSAs. 

Last November, the Canadian Union of Postal Workers (CUPW) went on strike against Canada Post, resulting in a disruption of postal services. As you may recall, the national strike was paused at the end of 2024 for an inquiry commission to take place. Now, as you may have heard, a labour disruption could happen again as early as May 22, 2025 (ref. Canada Post Notice – Negotiations updates). 

Please be advised that Q1 statements (from January 1 to March 31, 2025) will be available in the Investia Client Portal before the end of the week for all clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

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

Friday, April 18 is a statutory holiday observed across all provinces, which means that markets and Fundserv will be closed. As a result, no trading activities or settlement will occur on that day. 

If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is now available on the Investia Advisor Centre for online completion.

Effective April 1, 2025, the Canadian Investment Funds Standards Committee (“CIFSC”) introduced new fund classifications as follows: 

As of January 22, 2024, corporations registered under the Canada Business Corporations Act (“CBCA”) must maintain and provide a record of individuals with significant control (“ISC”) to Corporations Canada. 

As a follow-up to our last communication, we have received feedback from CIRO that some CERTS users (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers) are having difficulty either registering on the portal or completing their 2024 and 2025 mandatory MFD compliance credit(s).

As a reminder, annual licence fees will be deducted from your commissions deposited next week, i.e., on April 17, 2025 (pay period 2025-15), unless you have elected to pay these fees by credit card via ePay.