If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is available on the Investia Advisor Centre for online completion. This questionnaire must be completed and submitted by April 30, 2025.

Use of the Contact Record Form
As a reminder, Investia’s Client Contact Record Form (F51-331A) (CCRF) is a form that must be used for note-taking purposes only and must always be uploaded to head office for imaging. 

We would like to thank everyone who joined our Virtual Water Cooler Chat last Thursday. For those who missed it, you can watch the presentation by clicking on the recording link below.

Based on the latest update received, the processing delay issue at the CRA is gradually improving, with several files now successfully processed. Client tax slip information should already be accessible in the “My Account” section of the CRA website or will be shortly. However, some delays persist with certain files, particularly those related to TFSAs. 

Last November, the Canadian Union of Postal Workers (CUPW) went on strike against Canada Post, resulting in a disruption of postal services. As you may recall, the national strike was paused at the end of 2024 for an inquiry commission to take place. Now, as you may have heard, a labour disruption could happen again as early as May 22, 2025 (ref. Canada Post Notice – Negotiations updates). 

Please be advised that Q1 statements (from January 1 to March 31, 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. 

Click here to save the dates for the 2025 National Business Conference.

Friday, April 18 is a statutory holiday observed across all provinces, which means that markets and Fundserv will be closed. As a result, no trading activities or settlement will occur on that day. 

If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is now available on the Investia Advisor Centre for online completion.

Effective April 1, 2025, the Canadian Investment Funds Standards Committee (“CIFSC”) introduced new fund classifications as follows: