Our digital adoption client and advisor contests are currently underway! Below is a reminder of the details:

Effective July 30, 2025, the risk rating of each the following funds was changed by Invesco Canada Ltd.:

Our digital adoption client contest is currently underway! All clients who log in to the Investia Client Portal and/or the mobile app between July 1 and December 31, 2025, are automatically entered into a draw to win a $5,000 cash prize. There will be a draw every quarter: the first one in October, and the next in January.

Monday, August 4, 2025, is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.

Good news! Clients can now view their beneficiary details for nominee accounts on their Investia mobile app under the Client Information section, as they are also available directly on the Client Portal. 

Good news! Clients can now access their Profile section from their Investia mobile app and manage the following sections, as they are also available directly on the Client Portal:

The Product Review Committee will be taking a break for the next two weeks. As a result, we will not follow up on any product review/approval requests between August 4, 2025, and August 15, 2025, for the following products:

• Exchange traded funds (ETF)
• Liquid alternative funds
• Exempt market products
  

Effective May 28, 2025, the risk rating of each the following funds was changed by BMO Investments Inc.  (“BMOII”):

Effective July 25, 2025, the risk rating of each the following funds was changed by Canada Life Investment Management Ltd. (“CLIML”):

Effective July 24, 2025, the risk rating of each the following funds was increased by TD Asset Management (“TDAM”):