This memo aims to provide clarification regarding the witness confirmation process for client signatures on legal documents. Recently, there have been issues with documents not meeting the necessary requirements. 

Good news! We have collaborated closely with the iA Clarington team to make accessing their Advisor Hub easier for you.

It can sometimes be tricky to find relevant, up-to-date content, tools and promotional materials that meet your clients’ specific needs.

To assist you, if you don’t already know it, the document included herein, Investia Marketing Materials for Clients, summarizes our marketing resources for clients.

Please be advised that effective December 6, 2024, the risk rating of each of the following funds was increased by Fidelity Investments Canada ULC (“FID”):

We would like to remind you that your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.

As you know, maintaining accurate and current information about your clients’ financial circumstances is essential. This also applies to non-financial details. As a reminder, it is the Representative’s responsibility to maintain and update client data in Univeris and send backup documentation to Imaging for dealer record-keeping purposes. As  stated in the November 7, 2024 communication, starting this week, any non-financial changes submitted to head office for processing will not be processed and will be redirected to Imaging without any action taken by head office. 

Due to the ongoing labour dispute at Canada Post, and in the event that the strike continues after the holidays, we strongly recommend that you encourage your clients to register for the Client Portal and e-delivery now, if they have not already done so, to ensure that they receive their next quarterly statement in a timely manner. As a reminder, clients can change their document  delivery preferences on the Client Portal at any time.

Please note that effective January 1, 2025, Quebec’s life income fund (“LIF”) accounts will undergo changes to offer more flexibility in accessing retirement savings for people aged 55 and over in accordance with Quebec’s Regulation to amend the Regulation respecting supplemental pension plans (the “Regulation”). Changes to Quebec LIF accounts set out in the Regulation include the following:

We would like to remind you that your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.

This year, Investia, in collaboration with iA Financial Group, is once again providing you with the opportunity to take advantage of competitive group pricing if you subscribe to Morningstar’s Advisor Workstation investment platform.