If you have not completed the Client Fee survey yet, please do so by tomorrow, June 20, to benefit from the fee waiver, if applicable. As a reminder, under our Premium Partner Program, all advisors, their spouses and assistants are eligible for the client fee waiver. Please review the Client Fee Dashboard to verify fee waiving eligibility (“Fee Waiver” status). 

Good news! Clients can now view their beneficiary details for nominee accounts directly on their Client Portal under the “Client Information” section. 

Please be advised that Tuesday, June 24, 2025, is Saint-Jean-Baptiste Day and a statutory holiday in the province of Quebec. As a result, our services will be maintained during regular business hours, however we will be operating with reduced staff.

As discussed during our Best Business Practices Roadshow presentation on June 2, where we explored strategies to enhance your business with simplicity, efficiency and governance, we are pleased to introduce a new document detailing Investia’s Microsoft O365 offering and Solulan’s services. 

We saw your enthusiasm for our new AI-based Virtual Assistant tool at last week’s Best Business Practices Roadshows, and we thank you for that! 

As we continue developing the tool to provide an enhanced experience and better serve your needs, your feedback remains essential. 

In preparation for this year’s fee billing, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay this year’s fees until June 30, 2025. After this date, this option will no longer be available.

We would like to inform you that an update has been made to our client electronic signature procedure to prevent potential cases of fraud.

It’s here! Our new cyberincident reporting button is now available on the Advisor Centre:

To enhance the client experience, we’re introducing a small visual update to the login screen of both the Investia Client Portal and mobile app.

Starting Monday, June 23, 2025, our Client Service summer hours will be from 8 a.m. to 5 p.m. ET, Monday through Friday.