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Questions About Compensation? Write to Our New Dedicated Email

April 3, 2025

Category: Compensation

We are pleased to announce the launch of a brand-new email address dedicated to questions about compensation.

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Reminder – 2025 Licence Billing – Investia-Registered Representatives (7599)

April 3, 2025

Category: Compensation

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.

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Letters of Indemnity – Important Reminders and Considerations

April 3, 2025

Category: Best practices

Please find below some key reminders regarding letters of indemnity (“LOIs”).

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Reminder – Estate Processing

April 3, 2025

Category: Best practices

In order to streamline the processing of estate requests and ensure the timely liquidation of a deceased client’s account with the executor and/or beneficiaries, here are four useful tips:

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Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) Training – To Be Completed by April 15

March 27, 2025

Category: Top news

It is crucial that all Investia Representatives and their staff, including both licensed and unlicensed assistants, complete the mandatory Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) training. This training must be done every two (2) years to ensure that your knowledge is current and your skills in identifying suspicious transactions are sharp. By staying up to date with this training, you can play a vital role in protecting our clients and the integrity of our financial system. 

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Reminder – 2024 Annual Review of Professional Activities (“ARPA”) Questionnaire

March 27, 2025

Category: Top news

We remind you that the “Annual Review of Professional Activities” (“ARPA”) questionnaire is available on the Investia Advisor Centre and must be completed and submitted by April 30, 2025.

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Tax Slip Processing at the Canada Revenue Agency (CRA) – Update

March 27, 2025

Category: Top news

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. 

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Delivery of Tax Slips, Contribution Receipts and Fee-Based Invoices – Progress Chart

March 27, 2025

Category: Top news

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. 

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Reminder – 2025 Licence Billing – Investia-Registered Representatives (7599)

March 27, 2025

Category: Compensation

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.

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Reminder – 2025 Virtual Best Business Practice Roadshows – Save the Dates

March 27, 2025

Category: Events

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

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