We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of your clients, the 3^rd and last charge was made today, November 14, which will be reflected in your pay deposited on Thursday, November 21.

With the end of the year fast approaching, we would like to provide you with some essential information to help you prepare for this period.  

As you know, your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.

We would like to remind you that, effective August 28, 2024, clients’ AWDs are no longer adjusted by Head Office in the event of insufficient funds. 

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of your clients, the 3^rd and last charge will be made on November 14, which will be reflected in your pay deposited on Thursday, November 21.

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

We would like to remind you that our next Water Cooler session will be held on Thursday, November 14, 2024, at 2:30 p.m. (ET).

Maintaining accurate information regarding your clients’ financial circumstances is essential. This also applies to non-financial details.

We are pleased to inform you that the accreditation process for this course has now been completed by the various regulatory bodies responsible. You can now generate your certificate on Investia Learning to obtain the following continuing education (CE) credits:

As you may already know, Canada Post employees might go on strike as early as this weekend (November 3, 2024) if no agreement is reached with the union by then. To minimize the impact of any mail delivery service interruptions for your clients, please find below a few important considerations and reminders.