As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers). 

Over the past few weeks, we have observed a trend that poses significant risks for you and Investia. 

As you know, during order entry, withdrawal errors can occur for various reasons, such as duplicate withdrawals from a client’s bank account or withdrawals that simply should not have been made at all. 

Please refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. We invite you to refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents. Stay tuned for upcoming updates via The 360.

For those who have subscribed to the Investia Group Insurance Program with AGA, please note that renewal will take place on June 1, 2025. The renewal process will start in April and end mid-May.

With the high volume of documents we receive, we would like to remind you of a few best practices for uploading documents to imaging via the Secure File Upload tool.

Please be aware of a date change for our March Water Cooler. The event will now be held on Tuesday, March 11, at 2:45 p.m. ET, instead of Thursday, March 13. This change allows us to welcome a special guest, Denis Ricard, President & CEO of iA Financial Group. Below are the details.

The last days of the RRSP campaign are already fast approaching! To ensure timely processing of your one-time PACs (also known as pre-authorized debits or PADs) programmed for March 3, we remind you that a new process will be implemented for the 2025 investment period. In addition to the regular cycle launched in the morning, a second PAC cycle will be launched at 11 p.m. on March 3, 2025. 

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

In an effort to prevent transactions being halted in the order affirmation process for risk suitability concerns, we have gathered all the necessary steps in a comprehensive and easy-to-read administrative procedure.

When managing automatic withdrawal deposits (AWDs), it is important for Representatives to pay close attention to tax rates set for these transactions to prevent discrepancies for clients.