Once again this year, Investia, in collaboration with iA Financial Group, is providing you with the opportunity to take advantage of competitive group pricing if you subscribe to Morningstar’s Advisor Workstation investment platform.

In order to enhance our services by reducing waiting times and informational inquiries, we would like to remind you that we will soon introduce a new option in our phone menu.

Firstly, we want to extend our heartfelt thanks to everyone who joined us at our National Business Conference in Quebec City two weeks ago. The event was a great success and we were delighted to see you all in person!

We would like to thank everyone who attended our live webinar dedicated to nesto, which was held on Thursday, September 19.

Need to stay updated on essential economic news and its impact on your finances in less than ten minutes? Look no further! 

We would like to inform you that Administrative Procedure # 21 – Commission Reports has recently been updated.

In-cash transfers into Investia nominee accounts are sums received by electronic funds transfer between the relinquishing dealer and Investia via Fundserv or by physical cheque received at Investia Head Office.

Upon receipt of these funds, head office staff will deposit them to the client’s nominee cash account and code the deposit appropriately to ensure the accuracy of the contribution receipts in cases where a receipt is required.

As you are aware, a minimum annual payment (MAP) is mandatory for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.

We would like to inform you that Q3 statements (from July 1 to September 30, 2024) will be available next week in the Investia Client Portal for all clients registered for e-delivery. For clients opting to receive paper statements, they will be mailed out to your clients shortly. 

With the introduction of the new Electronic Funds Transfer (“EFT”) purchase option in Univeris (for nominee accounts only), please note that the default payment method in the system has changed from “Client Cheque Deposit” to “Client EFT Deposit”.