The 360

With RRSP season just around the corner, we are anticipating an increase in the number of documents sent for imaging and processing, and as such we would like to provide you with important reminders and information about document transmission.

We are pleased to announce the release of an updated version of Investia’s Compliance Policies & Procedures Manual (“CPPM”), reflective of policy changes and enhancements arising from internal, regulatory and harmonization developments made over the past year.

We would like to inform you that the calculation of Investia nominee LIF/RRIF minimum and maximum amounts for 2024 has been completed. The new amounts can be found in Univeris under the client’s plan “Details” section. This year’s temporary income amounts are also available in the same section for clients who have requested temporary income and provided us with the appropriate documentation.

6 Password Best Practices
Each week, we will be providing you with a friendly reminder of password best practices.

#6 – For a fool proof password:

Please be advised that effective July 2023, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):

6 Password Best Practices
Each week, we will be providing you with a friendly reminder of password best practices.

#5 – Never share your passwords