Please be advised of an update to the risk rating for the funds listed below, ensuring they align with the latest Fund Fact Sheet evaluation. The products have been reviewed to maintain consistency across our family of companies and to reflect regulatory considerations following the Canadian Investment Regulatory Organization (CIRO) consolidation.
Latest News
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.
