The 360

Click here to save the dates for the 2025 Admin Personnel Summit.

As you know, a minimum annual payment (MAP) is required for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.

Please be advised that Monday, September 1, 2025, is Labour Day and a statutory holiday in all the provinces. As a result, markets and Fundserv will be closed, which means that no trading or settlement will take place on that day. We will resume regular business hours on Tuesday, September 2.

This memo is to provide an update on the recent cybersecurity incident involving the Canadian Investment Regulatory Organization (CIRO). 
 

Good news! The Pre-Rebalancing Validation Report is now available on the Investia Advisor Centre.

As a reminder, Client Fees are being deducted from bank accounts this week for those clients whose fees could not be withdrawn from their investments – provided we have received their consent and have banking information on file.

As part of our year-end process, all holders of nominee RRSPs or LIRAs/locked-in RRSPs who will have reached the age of 71 by December 31, 2025, are required to transfer their account to a RRIF or LIF before the end of the year.

The Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

On August 18, 2025, Investia was informed of a cybersecurity incident affecting the Canadian Investment Regulatory Organization (‘’CIRO’’). CIRO originally identified the incident on August 11, 2025, and has since taken several precautionary actions to ensure data integrity and security. 

A privacy incident occurs when there is unauthorized access, disclosure, or use of personal information (e.g., social insurance number, date of birth, health status, insurance premium), or when such information is lost or stolen.

Cyber incidents can occur as a result of human error, an external attack or a technical failure. They must be reported quickly to limit the impact and allow the compliance or IT security team to respond.