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.
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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”):
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).
