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.

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

Following our February 20, 2025 communication, please be advised that due to ongoing discussions with regulatory authorities on mutual fund license fees for 2025, the fee withdrawal period has been postponed to a later date, i.e. after Investia has received official confirmation from the regulatory authorities.

If you’re not already aware, the Investia logo is readily available on the Advisor Centre if you need it to create your marketing and sales communications material.