Please be advised that effective May 7, 2025, the risk rating of each of the following funds was increased by National Bank Investments Inc. (“NBI”):

Please be advised that effective May 23, 2025, the risk rating of the following fund was increased by Canada Life Investment Management Ltd. (CLIML):

In preparation for fee billing on June 30, we would like to remind you that the Client Fee Dashboard has now been reactivated effective today, May 22.

We would like to inform you of two important changes regarding model portfolios in Univeris. These changes will come into effect on May 1, 2025.

Please find below some key reminders regarding letters of indemnity (“LOIs”).

In order to streamline the processing of estate requests and ensure the timely liquidation of a deceased client’s account with the executor and/or beneficiaries, here are four useful tips:

Conquest specializes in modern financial planning software tailored for the financial services industry. Their key offerings feature a planning engine powered by artificial intelligence, delivering real-time, collaborative financial guidance, along with tools enabling both advisors and clients to flexibly modify financial plans. They primarily serve financial institutions aiming to improve their financial advice delivery through technology.

The Government of Nova Scotia has changed the rules governing the unlocking of life income funds (LIFs) and locked-in retirement accounts (LIRAs).

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.