The 360

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”):

Starting Monday, June 23, 2025, our Client Service summer hours will be from 8 a.m. to 5 p.m. ET, Monday through Friday.

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: