Click here to get a summary of key information to help you prepare for this year’s RRSP season.

Click here to save the dates for the 2025 National Business Conference.

Click here to read Louis’ heartfelt Holiday message, filled with gratitude and inspiring reflections for the year ahead.

Happy Holidays!

As you may have heard, Canada Post resumed operations on December 17, but mail delivery delays are expected over the next few weeks. 

Given the ongoing Canada Post strike, which is likely to extend through the holidays, we strongly advise you to prompt your clients to sign up for the Client Portal and e-delivery as soon as possible, if they haven’t done so already. This will ensure they receive their next quarterly statement as well as their tax slips on time. We remind you that clients can change their document  delivery preferences on the Client Portal at any time.

With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.

Due to recent technological and legal changes, the following documents have been updated accordingly:

• Order Instruction Forms for Systematic Withdrawals (F51-326A for nominee accounts and F51-394A for client-name accounts*); and
  
  
• Administrative Procedures #34 and #34A related to automatic withdrawal deposits (AWDs) (for client-name/intermediary and nominee accounts, respectively).

We would like to remind you that your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.

As you know, maintaining accurate and current information about your clients’ financial circumstances is essential. This also applies to non-financial details. As a reminder, it is the Representative’s responsibility to maintain and update client data in Univeris and send backup documentation to Imaging for dealer record-keeping purposes. As  stated in the November 7, 2024 communication, starting this week, any non-financial changes submitted to head office for processing will not be processed and will be redirected to Imaging without any action taken by head office. 

Due to the ongoing labour dispute at Canada Post, and in the event that the strike continues after the holidays, we strongly recommend that you encourage your clients to register for the Client Portal and e-delivery now, if they have not already done so, to ensure that they receive their next quarterly statement in a timely manner. As a reminder, clients can change their document  delivery preferences on the Client Portal at any time.