Please be advised that effective April 23, 2024, the following changes will be made to the “My Actions” tab in the Advisor Dashboard:

Please be advised that the risk rating of the following mutual funds was increased by Desjardins investments (“DJT”) on March 28, 2024 as follows:

Following the April 4, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15.

Following our March 7, 2024 communication, we would like to remind you that in April 2024, a new process will enable you to enter your clients’ banking information more quickly and efficiently.

In response to strong appreciation and growing demand from participants, we are pleased to inform you that, starting in May, the following trainings will be added to those currently available (ref. February 1, 2024 communication):

We are pleased to inform you that a new training module has just been added to the content available on Investia Learning. It is designed to enable you to familiarize yourself at your own pace with the various functionalities of the Advisor Centre.

Supporting the communities in which we live and work is something everyone at Investia takes pride in and we know how important it is for our advisor teams as well.

Following the March 14, 2024 communication, we are pleased to announce that clients will be able to select their document delivery mode on the Client Portal based on the following document types effective Monday, April 8, 2024: 

• Statements
• Tax documents
• Transaction documents