Effective August 13, 2025, the risk rating of the following funds was changed by CIBC Asset Management Inc. (“CAM”):

Please be advised that the Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

We would like to remind everyone about our Nominee Estate Document Transmission Tool, which was launched on May 29 on the Advisor Centre. You can access it from the “Client Search” section on the home page:

In response to questions and feedback received, we are pleased to share an updated FAQ document for our Conquest Planning service offering. The key update has been made to Question 21 to clarify access for administrative staff and the requirement to have existing access to the Advisor Centre to use the Conquest application.

This year’s client administrative fees have been processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 for most fund companies, except for Dynamic Funds. For Dynamic Funds, the fees will be withdrawn from your clients’ assets tomorrow, Friday, August 8.
  

As a reminder, the deadline to submit your application to join our Advisor Workgroup is September 1, 2025. If you’re interested in contributing to the evolution of our service offer and representing your peers, we encourage you to review the details below and submit your nomination as soon as possible.

Our digital adoption client and advisor contests are currently underway! Below is a reminder of the details:

Effective July 30, 2025, the risk rating of each the following funds was changed by Invesco Canada Ltd.:

Our digital adoption client contest is currently underway! All clients who log in to the Investia Client Portal and/or the mobile app between July 1 and December 31, 2025, are automatically entered into a draw to win a $5,000 cash prize. There will be a draw every quarter: the first one in October, and the next in January.

Monday, August 4, 2025, is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.