Good news! The Pre-Rebalancing Validation Report is now available on the Investia Advisor Centre.

Effective August 13, 2025, the risk rating of the following funds was changed by CIBC Asset Management Inc. (“CAM”):

Effective July 30, 2025, the risk rating of each the following funds was changed by Invesco Canada Ltd.:

The Product Review Committee will be taking a break for the next two weeks. As a result, we will not follow up on any product review/approval requests between August 4, 2025, and August 15, 2025, for the following products:

• Exchange traded funds (ETF)
• Liquid alternative funds
• Exempt market products
  

Effective May 28, 2025, the risk rating of each the following funds was changed by BMO Investments Inc.  (“BMOII”):

Effective July 25, 2025, the risk rating of each the following funds was changed by Canada Life Investment Management Ltd. (“CLIML”):

Effective July 24, 2025, the risk rating of each the following funds was increased by TD Asset Management (“TDAM”):

Effective July 3, 2025, the risk rating of each the following funds was increased by CI Global Asset Management (“CIG”):

Please be reminded that our Client Service hours are from 8 a.m. to 5 p.m. ET, Monday through Friday for the summer season.

Effective June 27, 2025, the risk rating of each the following funds was changed by RBC Global Asset Management Inc. (“RBF”):