We are happy to introduce to you the new online group training courses that are now available on Investia Learning.

As a follow-up to the September 5, 2024 communication, we would like to inform you that we will be sending over the bank files to the various financial institutions on September 19, 2024, to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:

• who have provided consent up to and including June 30, 2024;
• who have valid banking information on file;
• whose fee was not redeemed via investments;
• where the Representative has indicated that they are not paying the fee on behalf of the client.
  

We would like to inform you that we will be sending over the bank files to the various financial institutions during the week of September 16, 2024 to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:

We are pleased to announce the launch of our new dedicated estate email estates@investia.ca, effective Monday, September 9, 2024. This new channel will allow you to communicate directly with our team of Estate Specialists to ensure that you receive their expert support in a timelier manner.

The “Great Renewal” is coming. Are your clients ready for the mortgage renewal payment shock?

Millions of homeowners locked in super-low rates during the pandemic are about to face a financial reality check. When those terms expire, higher payments could seriously strain their budgets. Are you equipped to guide your clients through this turbulent transition?

We would like to inform you of an amendment recently made to Administrative Procedure # 47A – Using Nominee CCA (Open or TFSA) for a Purchase in a Client-Name Account. More specifically, this procedure was reviewed so that it can now apply to open accounts and nominee TFSAs which hold assets in the plans, whereas before this procedure was reserved for accounts opened for cash account purposes only.

We would like to remind you that a new self-serve reporting tool is available on the Investia Advisor Centre. Launched on the week of August 12, 2024 (ref. August 1, 2024 communication), this tool enables you to generate useful reports for your practice, including the “Advisor Service Fee Invoice” report, which was made available upon launch.

As a follow-up to the June 27, 2024 communication, we remind you that effective August 28, 2024, Head Office will no longer manually adjust your clients’ AWDs in the event of insufficient funds. This applies to the payment cycle of September 5, 2024 as well as all subsequent AWDs.

To promote digital adoption, we would like to remind you that a contest was launched on August 7 to give clients the chance to win $1,000 by simply logging in to the Investia Client Portal or app. An amount of $1,000 in cash will be drawn each month until December among every client who logs in at least once during the month.

As a follow-up to the June 27, 2024 communication, please be reminded that effective August 28, 2024, Head Office will no longer manually adjust your clients’ AWDs in the event of insufficient funds. This applies to the payment cycle of September 5, 2024 as well as all subsequent AWDs.