Please be advised that Q2 statements (from April 1 to June 30, 2025) will be available in the Investia Client Portal before the end of the week for all clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

Another tool to simplify your life! If you are not yet familiar with it, discover our new Automatic Rebalancing Program for model portfolios.

Following Investia’s sustained growth over the past few years, we would like to inform you of certain changes to our Sales and Business Efficiency teams.

As part of our ongoing commitment to anti-money laundering (AML) compliance and regulatory awareness, we are sharing a valuable training resource published by the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC). 

Effective July 3, 2025, the risk rating of each the following funds was increased by CI Global Asset Management (“CIG”):

This year’s client administrative fees have been/will be processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 at most fund companies, and as late as August 8 for others (i.e., like Dynamic Funds).
  

As summer brings changes to our routines—vacations, remote work, and increased travel—it’s also a time when cybersecurity risks can quickly escalate.

Please be reminded that our Client Service hours are from 8 a.m. to 5 p.m. ET, Monday through Friday for the summer season.

This is your final reminder to complete the MS O365 advisor survey by end of day on Friday, July 11, 2025. If you have already completed it—thank you! No further action is required. If not, please do so today or tomorrow to ensure we can plan your migration to the new MS O365 platform according to your needs.

This year’s client administrative fees will be processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 at most fund companies, and as late as August 8 for others (i.e., like Dynamic Funds).