As a reminder, below are four useful tips which will help streamline the processing of estate requests and ensure the timely liquidation of deceased client accounts with the executor and/or beneficiaries:

Please be advised that we will be conducting system maintenance tomorrow, Friday, January 31, 2025. 

Please be advised that Q4 client statements (from October 1 to December 31, 2024) will be available in the Investia Client Portal before the end of the week for clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

As we mentioned in our December 12 communication (ref. Updated AWD Forms & Adjustments to Administrative Procedures 34 & 34A), due to recent technological and legal changes, the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.

We would like to inform you that the presentation accreditation process for last year’s Virtual Conference for Administrative Personnel, held on October 29 and 30, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.

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. 

In response to questions recently received about the calculation of LIF plan maximum amounts, below you will find a useful support document. 

We have been actively working on improving the electronic signature tool by upgrading the underlying technology supporting the signature process.  

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

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers).