We would like to remind you that our next Virtual Water Cooler Chat will be held on Thursday, September 12, at 2:30 p.m. (ET).

After a well-deserved summer break, our Water Cooler Chats are now back in full force!

We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, April 18. Below is a summary of key topics which were covered:

• IT technology update, including Conquest Planning integration;
• Compliance update, including upcoming Investia initiatives for 2024; and
• Operations update, where we provided information about the Client Fee Dashboard and the new banking information addition feature on the Advisor Centre.

First, we would like to thank everyone who attend last week’s Water Cooler. Below is a summary of what was covered in this session:

• Investia update with President Louis H. DeConinck;
• Sales reorganization and advisor training with Frédéric Laverdière-Pagé, Vice-President, Business Sales Development at Investia; and
• New partnership with the financial planning firm Conquest Planning.

We are pleased to invite you to our next Water Cooler session, which will be held on Thursday, February 15, 2024.