We would like to inform you that this year’s client administrative fees will be processed and taken from clients’ accounts as follows:

• For nominee accounts: fees will be taken from clients’ accounts over the weekend of July 12 – 13, which means payment will be visible on Monday, July 14.
  
  
• For client-name accounts: files will be sent to our fund company partners on Friday, July 18.  Most will process the files as they are received within a day or two, with the exception of Dynamic Funds. If fees are to be redeemed from a Dynamic fund, it will be processed on or about August 8, 2025.
  

After nearly two decades of unwavering dedication, Odile Zénidé — our esteemed Head of Registration — will be retiring from her role as Senior Manager, Compliance, effective September 1, 2025.

We would like to inform you that the presentation accreditation process for the Best Business Practices Roadshows, held from June 2 through 5, 2025, is now complete. Please find below the details of CE credits granted for each eligible presentation.

As a reminder, the Client Fee Dashboard will be closing on June 30, 2025. Please ensure that you identify and select all clients for whom you wish to pay the 2025 Client Fee before this date.

Please note that no exceptions will be made once the dashboard is closed. We urge you to complete this important task promptly to avoid any issues.

Good news! As part of our digital adoption initiatives, we are thrilled to bring back our client contest designed to promote Client Portal and mobile app registration.

Please note that Tuesday, July 1, 2025, is Canada Day and a statutory holiday in all provinces. As a result, the markets will be closed, and no transactions or settlements will take place on that day. We will resume our regular office hours on Wednesday, July 2.

To help raise awareness of World Elder Abuse Awareness Day on June 15, the Canadian Investment Regulatory Organization (CIRO), issued a warning against scams on the rise that target seniors (e.g., unsolicited, spam emails, texts or calls from strangers, or messages on social media, etc.).

If you have not completed the Client Fee survey yet, please do so by tomorrow, June 20, to benefit from the fee waiver, if applicable. As a reminder, under our Premium Partner Program, all advisors, their spouses and assistants are eligible for the client fee waiver. Please review the Client Fee Dashboard to verify fee waiving eligibility (“Fee Waiver” status). 

Good news! Clients can now view their beneficiary details for nominee accounts directly on their Client Portal under the “Client Information” section. 

Please be advised that Tuesday, June 24, 2025, is Saint-Jean-Baptiste Day and a statutory holiday in the province of Quebec. As a result, our services will be maintained during regular business hours, however we will be operating with reduced staff.