Please refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. We invite you to refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents. 

We would like to inform you that the Canada Revenue Agency (CRA) is currently experiencing processing delays with its new system. 

Please rest assured that Investia has sent all client tax slips to the CRA within the required deadlines and  that we have received confirmation of receipt. 

As you have heard at our fall conference and during our Water Cooler Chats this year, we have announced the launch of our new Office 365 project! This initiative is designed to streamline your work experience, enhance collaboration, and provide additional tools to drive efficiency.

We would like to thank everyone who joined our Virtual Water Cooler Chat last Tuesday. For those who missed it, you can watch the presentation by clicking on the recording link below. 

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers). 

Over the past few weeks, we have observed a trend that poses significant risks for you and Investia. 

As you know, during order entry, withdrawal errors can occur for various reasons, such as duplicate withdrawals from a client’s bank account or withdrawals that simply should not have been made at all. 

Please refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. We invite you to refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents. Stay tuned for upcoming updates via The 360.

Please be aware of a date change for our March Water Cooler. The event will now be held on Tuesday, March 11, at 2:45 p.m. ET, instead of Thursday, March 13. This change allows us to welcome a special guest, Denis Ricard, President & CEO of iA Financial Group. Below are the details.

The last days of the RRSP campaign are already fast approaching! To ensure timely processing of your one-time PACs (also known as pre-authorized debits or PADs) programmed for March 3, we remind you that a new process will be implemented for the 2025 investment period. In addition to the regular cycle launched in the morning, a second PAC cycle will be launched at 11 p.m. on March 3, 2025.