With the arrival of RRSP and tax season, Investia recognizes that the next few months are often the busiest period for our Representatives. As such, our goal is to reduce compliance inquiries, delays and obstacles that you may receive during this time. We hope taking note of the information below will have a positive impact on your client relationships through improved processes, more efficient client meetings and a reduction in the amount of time spent on administrative tasks.  

Please be advised that effective June 2023, the risk rating of the following exchange traded fund (“ETF”) was increased by Harvest Portfolios Group Inc. as follows:

We are pleased to announce the release of an updated version of Investia’s Compliance Policies & Procedures Manual (“CPPM”), reflective of policy changes and enhancements arising from internal, regulatory and harmonization developments made over the past year.