Good news! Effective immediately, clients can now click on linked accounts from their mobile app and view detailed information of these accounts as well. 

We would like to inform you that Q4 statements including CRM2 reporting, and KYC Client Profile information will be available in the Investia Client Portal for all clients registered for e-delivery next week. For clients opting to receive paper statements, they will be mailed out to our clients soon after. 

We are pleased to inform you that, in addition to the digital courses available on Investia Learning, you will soon be able to register for various online trainings given by our instructors. These courses will be in the form of virtual classrooms with the ability to interact with the instructor, as well as other participants.

With RRSP season just around the corner, we are anticipating an increase in the number of documents sent for imaging and processing, and as such we would like to provide you with important reminders and information about document transmission.

Please be advised that effective July 2023, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):