Further to last week’s communication, please note that the Canada Revenue Agency (CRA) is still experiencing delays in processing tax slips for the 2024 taxation year. 

Please refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. We invite you to refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents. 

We would like to remind you that annual licence fees will be deducted from your commissions deposited on April 17, 2025 (pay period 2025-15), unless you have elected to pay these fees by credit card via ePay.

Click here to save the dates for the 2025 Virtual Best Business Practice Roadshows.

Below are the online group trainings you can now register for on Investia Learning (How to Register?).

Conquest specializes in modern financial planning software tailored for the financial services industry. Their key offerings feature a planning engine powered by artificial intelligence, delivering real-time, collaborative financial guidance, along with tools enabling both advisors and clients to flexibly modify financial plans. They primarily serve financial institutions aiming to improve their financial advice delivery through technology.

The Government of Nova Scotia has changed the rules governing the unlocking of life income funds (LIFs) and locked-in retirement accounts (LIRAs).

We would like to inform you that the Canada Revenue Agency (CRA) is currently experiencing processing delays with its new system. 

Please rest assured that Investia has sent all client tax slips to the CRA within the required deadlines and  that we have received confirmation of receipt. 

As you have heard at our fall conference and during our Water Cooler Chats this year, we have announced the launch of our new Office 365 project! This initiative is designed to streamline your work experience, enhance collaboration, and provide additional tools to drive efficiency.

Please be advised that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on January 1, 2025:

• Mutual funds;
• Exempt market products;
• Restricted practice broker (investment contracts); and 
• Scholarship plans.