We are pleased to inform you that a brand-new section has just been added to the accordion on the Advisor Centre.

Please be advised that we will be conducting a system maintenance on Friday, July 26, 2024. 

As a result, the Univeris system will be unavailable from 10 p.m. to midnight ET on July 26, 2024.

We would like to remind you that this year’s client administrative fees will be processed and taken from clients’ accounts as follows:

• For nominee accounts: fees will be taken from clients’ accounts over the weekend of July 13-14, which means transactions will be visible on Monday, July 15.
  
  
• For client-name accounts: fees will be processed on or about Friday, July 19.

The new online group training series titled “Enhancing Client Experience (CX) Using the Microsoft Suite” kicked off last Tuesday. Here’s a quick reminder, summarizing the 5 themes covered in this series, which is offered throughout the summer season.

Following the June 13, 2024 communication, we would like to provide you with some additional information on our revamped version of our The 360 Newsletter, launched on June 27.

I am pleased to share with you the arrival of our new Regional Vice-President for the Western Canada region, Mr. Daniel Bengtsson. Daniel graduated with a degree in economics from the University of Toronto and has been working in the industry for over 25 years, serving as an investment advisor and, more recently, helping advisors implement the best possible practices within their business to help them at every stage of their activities, from growth to maintenance and transition. 

We would like to inform you that a system update is scheduled to take place this weekend, which will impact the entry and update of client banking information.

Please be advised that effective June 26, 2024, the risk rating of each of the following funds was increased by CI Global Asset Management (“CIG”):

Please be advised that effective June 27, 2024, the risk rating of each of the following funds was increased by RBC Global Asset Management Inc. (“RBF”):

As mentioned during our recent Best Business Practices Roadshows, we are in the last stages of finalizing the launch of another important compliance initiative at Investia, i.e., global client management.