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Upcoming Changes to Quebec LIF Accounts

November 28, 2024

Category: Top news

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:

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Important Reminder – Mutual Fund Licence Renewal for 2025

November 28, 2024

Category: Top news

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.

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Important Reminder – Morningstar’s Advisor Workstation – Renewal and Subscription for 2025

November 28, 2024

Category: Top news

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.

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Virtual and Paper Holiday Cards

November 28, 2024

Category: Top news

The holiday season is just around the corner! This year, you can order paper or virtual cards to send holiday greetings to your clients and business partners. 

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Transfer Out – Pension Buy Backs

November 28, 2024

Category: Best practices

Pension buy backs are time-sensitive and are considered transfer outs. As such, they follow the same procedures and processing timeframes as all other transfer out requests.

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Currency Conversion Update in the Advisor Dashboard – “Unsuitable” Tile

November 28, 2024

Category: Compliance

Please be advised of the following update to the “Unsuitable” tile in the Advisor Dashboard regarding currency conversion.

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Enhancement to the Banking Information Management Tool

November 21, 2024

Category: Top news

Good news! As discussed in our last Water Cooler session, the Advisor Centre’s managing client banking information section has been enhanced with a new automated character recognition tool.

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Changes Made to Investia NCAFs and KYC Update Form

November 21, 2024

Category: Top news

In light of recent technological advancements and in line with our commitment to meet regulatory audit requirements, we have implemented the necessary updates to our three New Account Application Forms (for intermediary/client-name, nominee and nominee TFSA accounts) and KYC Update Form. Below is a summary of the main changes.

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Important Reminder – 2024 Year-End Procedure Reminder – Administrative Bulletin

November 21, 2024

Category: Top news

With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.

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Virtual Water Cooler Series – Recording Link for Last Session and Invitation to December Event

November 21, 2024

Category: Events

We would like to thank everyone who attended the Virtual Water Cooler Chat last Thursday, November 14. For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – November 14, 2024

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