The 360

Supporting the communities in which we live and work is something everyone at Investia takes pride in and we know how important it is for our advisor teams as well.

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.