Last November, the Canadian Union of Postal Workers (CUPW) went on strike against Canada Post, resulting in a disruption of postal services. As you may recall, the national strike was paused at the end of 2024 for an inquiry commission to take place. Now, as you may have heard, a labour disruption could happen again as early as May 22, 2025 (ref. Canada Post Notice – Negotiations updates). 

Click here to save the dates for the 2025 Virtual Best Business Practice Roadshows.

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
  

Following last week’s communication regarding the Client Contact Record Form (CCRF) and Order Instruction Forms (OIFs), there has been some confusion regarding the mandatory nature of the questions carried over from the CCRF to the specific OIFs. 

To minimize LOIs and streamline the process for you, we have updated Administrative Procedure # 37 – Returned Item, along with the replacement options outlined in the Returned Items Notice you receive in the event of insufficient funds.

Due to scheduled maintenance of iA Financial Group’s technology infrastructure please be advised that 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
  

We are happy to present the different online group training courses available for the next two months on Investia Learning (How to Register?).

I am pleased to announce the appointment of Joanna Yu as our new Regional Vice President, Advisor Relationships, for Western Canada, effective immediately. Joanna will be reporting directly to me.

If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is available on the Investia Advisor Centre for online completion. This questionnaire must be completed and submitted by April 30, 2025.

Use of the Contact Record Form
As a reminder, Investia’s Client Contact Record Form (F51-331A) (CCRF) is a form that must be used for note-taking purposes only and must always be uploaded to head office for imaging.