Click here to save the dates for the 2025 Admin Personnel Summit.

As you know, a minimum annual payment (MAP) is required for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.

As part of our year-end process, all holders of nominee RRSPs or LIRAs/locked-in RRSPs who will have reached the age of 71 by December 31, 2025, are required to transfer their account to a RRIF or LIF before the end of the year.

The Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

Please be advised that the Client Fee Dashboard is currently unavailable as we continue to reconcile client payments. Once all payments have been reconciled, the dashboard will be reactivated with updated payment statuses.

We would like to remind everyone about our Nominee Estate Document Transmission Tool, which was launched on May 29 on the Advisor Centre. You can access it from the “Client Search” section on the home page:

This year’s client administrative fees have been processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 for most fund companies, except for Dynamic Funds. For Dynamic Funds, the fees will be withdrawn from your clients’ assets tomorrow, Friday, August 8.
  

As a reminder, the deadline to submit your application to join our Advisor Workgroup is September 1, 2025. If you’re interested in contributing to the evolution of our service offer and representing your peers, we encourage you to review the details below and submit your nomination as soon as possible.

Our digital adoption client and advisor contests are currently underway! Below is a reminder of the details:

Our digital adoption client contest is currently underway! All clients who log in to the Investia Client Portal and/or the mobile app between July 1 and December 31, 2025, are automatically entered into a draw to win a $5,000 cash prize. There will be a draw every quarter: the first one in October, and the next in January.