Do you know it? Accessible from the Advisor Centre, the online store offers a wide variety of promotional items showcasing the iA logo. Whether you’re looking to elevate your events, stock up on office supplies or surprise a client or business partner with a unique gift, you’ll find plenty of options! 

As shared at last week’s Water Cooler session, we are pleased to announce a strategic change in our Office 365 platform administration. Effective June 1, 2025, we will transition platform support from Calligo to Solulan, a move designed to strengthen the level of service and support provided to your business. Solulan is a nationally recognized IT consulting firm, specializing in integration and the management of technology and cybersecurity systems since 1999. We are excited about the opportunities this change brings. 
 

We would like to remind you that our Virtual Best Business Practices Roadshows will be held from Monday, June 2 to Thursday, June 5, 2025. The event will include 2 hours of live presentations per day, from 1:30 p.m. to 3:30 p.m. (ET). The invitation email was sent to you on Tuesday, May 20.

We are excited to announce the launch of a new nominee estate document transmission tool on the Investia Advisor Centre, which will be accessible from the “Client Search” section of the home page starting Thursday, May 29, 2025:

In preparation for fee billing on June 30, we would like to remind you that the Client Fee Dashboard has now been reactivated effective today, May 22.

We would like to thank everyone who joined our Virtual Water Cooler Chat last Thursday. For those who missed it, you can watch the presentation by clicking on the recording link below. 

Below you will find key information about this year’s client fee process, along with new resources and enhancements that are now available to you. Please note that this year, the annual client fee remains at $50 plus applicable taxes.

As part of the global client management process, an improvement has been made to the Investia New Account Application Form (Nominee TFSA) (F51-210A).

Due to scheduled maintenance of iA Financial Group’s technology infrastructure the following will be unavailable from Saturday, May 17, 2025, at 5 a.m. ET, until Monday, May 19, 2025, at 6 a.m. ET:

• Univeris
• Investia Advisor Centre, including its applications and tools
• Investia Client Portal
• Investia mobile application
  

Please note that Monday, May 19, 2025, is a statutory holiday in several provinces of Canada, which means that markets and Fundserv will be closed and that no trading or settlement will take place on that day. 

Our offices will also be closed, and we will resume normal business hours on Tuesday, May 20.