In view of the impending labour dispute at Canada Post, please be aware that a strike may begin at midnight on Friday, November 15, if no agreement has been reached with the union by then. Currently, we are unsure of the strike’s specifics (such as duration and regional alternation), but we will provide updates as soon as we have more information.

To reduce the impact of any mail service disruptions while ensuring timely client payments, please consider the following important points and reminders.

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

Please be advised that we will be conducting system maintenance on the weekend of November 15, 2024.

As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and mobile application, will be unavailable from Friday, November 15, 2024, 9:00 p.m., to Sunday, November 17, 2024, 8:00 p.m. (ET).

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of your clients, the 3^rd and last charge was made today, November 14, which will be reflected in your pay deposited on Thursday, November 21.

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

As you know, 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.

We would like to remind you that, effective August 28, 2024, clients’ AWDs are no longer adjusted by Head Office in the event of insufficient funds. 

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of your clients, the 3^rd and last charge will be made on November 14, which will be reflected in your pay deposited on Thursday, November 21.

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

We would like to remind you that our next Water Cooler session will be held on Thursday, November 14, 2024, at 2:30 p.m. (ET).