Following the March 14, 2024 communication, we are pleased to announce that clients will be able to select their document delivery mode on the Client Portal based on the following document types effective Monday, April 8, 2024: 

• Statements
• Tax documents
• Transaction documents

Following the March 14, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15. 

As announced in our March 7, 2024 communication, we will soon have a new process for adding and cancelling your clients’ banking information. In preparation for this, we are pleased to invite you to a live webinar which will be held this month and will be hosted by Johanne Pagé, Practice Management and Training Specialist. We will introduce you to the revised and improved process for adding and updating banking information and reiterate the alternatives to cheques available to you.

We have been informed by CI Global Asset Management of an issue related to clients’ 2023 T5008/RL-18 tax slips.

Please be advised that the Canadian Investment Funds Standards Committee (CIFSC) is implementing two new fund categories/asset classes: 

1. US Dividend & Income Equity; and
2. Global Dividend & Income Equity. 

First, we would like to thank everyone who attend last week’s Water Cooler. Below is a summary of what was covered in this session:

• Investia update with President Louis H. DeConinck;
• Sales reorganization and advisor training with Frédéric Laverdière-Pagé, Vice-President, Business Sales Development at Investia; and
• New partnership with the financial planning firm Conquest Planning.

Please note that our office will be closed tomorrow, Friday, March 29, 2024 due to the statutory holiday. Markets and Fundserv will also be closed, which means that no trading or settlement will take place on that day.

I am pleased to share with you the results of a reflection process which began some time ago, following Investia’s sustained growth over the past few years. In order to continue to support our sales force, we would like to inform you of certain changes that have been made to our structure, to provide our organization with greater agility and better strategic alignment.

With the high volume of documents we receive, we would like to take this opportunity to remind you of a few best practices regarding the upload of documents to imaging via the Secure File Upload tool.