In preparation for this year’s fee billing, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Recently, we have advanced our security protocols on our technological platforms by introducing multi-factor authentication (MFA) for our Representatives and employees. This feature enhances security by adding an extra layer of protection against unauthorized access. We have also organized informative campaigns to raise awareness about the significance of cybersecurity. Regular mandatory training sessions and informational materials have also been shared to ensure everyone stays informed and alert. 

We will be conducting system maintenance during the weekend of June 6, 2025. As a result, Univeris, Advisor Centre, Client Portal and the Investia mobile application will be unavailable from Friday, June 6, 2025, 8:00 p.m., to Sunday, June 8, 2025, 5:00 p.m. (ET).

As mentioned in our April 17, 2025, Virtual Water Cooler Chat, we are thrilled to announce the upcoming launch of the Elite Program, a comprehensive investment management program designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing advisors with scalability, flexibility and time-saving efficiency.

In preparation for fee billing on June 30, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.

Great news! Our automated KYC update tool is now available on the Investia mobile app. When you enrol a client in the automated KYC update process, they can now submit updates via the mobile app as well.

Good news! Our new estate document transmission tool (for nominee accounts) is now available on the Investia Advisor Centre, in the “Client Search” section of the home page:

Over the past few weeks, our Compensation and Training teams have been working together to develop a quick and easy solution around the theme of “Everything You Need to Know About Compensation”.

Please be advised that effective May 7, 2025, the risk rating of each of the following funds was increased by National Bank Investments Inc. (“NBI”):

Please be advised that effective May 23, 2025, the risk rating of the following fund was increased by Canada Life Investment Management Ltd. (CLIML):