Below are the online group trainings you can now register for on Investia Learning (How to Register?).

Conquest specializes in modern financial planning software tailored for the financial services industry. Their key offerings feature a planning engine powered by artificial intelligence, delivering real-time, collaborative financial guidance, along with tools enabling both advisors and clients to flexibly modify financial plans. They primarily serve financial institutions aiming to improve their financial advice delivery through technology.

The Government of Nova Scotia has changed the rules governing the unlocking of life income funds (LIFs) and locked-in retirement accounts (LIRAs).

We would like to inform you that the Canada Revenue Agency (CRA) is currently experiencing processing delays with its new system. 

Please rest assured that Investia has sent all client tax slips to the CRA within the required deadlines and  that we have received confirmation of receipt. 

As you have heard at our fall conference and during our Water Cooler Chats this year, we have announced the launch of our new Office 365 project! This initiative is designed to streamline your work experience, enhance collaboration, and provide additional tools to drive efficiency.

Please be advised that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on January 1, 2025:

• Mutual funds;
• Exempt market products;
• Restricted practice broker (investment contracts); and 
• Scholarship plans.
  

Please be advised that effective March 18, 2025, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):

Following the introduction of our Banking information Management Tool on the Advisor Centre, please note that the “Cheque Transmission” section of the “Cheque Transmission or Banking Information Addition Form” (F51-349A) has been removed as it is no longer necessary.

Did you know? Our Web Showcase site makes it simple and free to create your own web page. Use it to promote your services, boost your visibility, and ultimately grow your clientele online.