Please be advised that effective March 18, 2025, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):

Following the introduction of our Banking information Management Tool on the Advisor Centre, please note that the “Cheque Transmission” section of the “Cheque Transmission or Banking Information Addition Form” (F51-349A) has been removed as it is no longer necessary.

Did you know? Our Web Showcase site makes it simple and free to create your own web page. Use it to promote your services, boost your visibility, and ultimately grow your clientele online.

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

Following our February 20, 2025 communication, please be advised that due to ongoing discussions with regulatory authorities on mutual fund license fees for 2025, the fee withdrawal period has been postponed to a later date, i.e. after Investia has received official confirmation from the regulatory authorities.

If you’re not already aware, the Investia logo is readily available on the Advisor Centre if you need it to create your marketing and sales communications material.

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers). 

Over the past few weeks, we have observed a trend that poses significant risks for you and Investia. 

As you know, during order entry, withdrawal errors can occur for various reasons, such as duplicate withdrawals from a client’s bank account or withdrawals that simply should not have been made at all. 

Please refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. We invite you to refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents. Stay tuned for upcoming updates via The 360.