The 360

If you chose through our portal to pay this year’s Client Fees on behalf of one or more of your clients, we would like to remind you that the first deduction will be made from your commissions this week. This deduction will be reflected on your pay deposited to your bank account on Thursday, September 18. 

Our Water Cooler Chats are back! Join us on Thursday, September 18, 2025, from 2:45 p.m. to 3:30 p.m. (ET) for our next live event.

Good news! A new report is now available on the Investia Advisor Centre, i.e., the Rebalancing Status Report of client model portfolios:

Dashboard reactivation
The Client Fee Dashboard on the Advisor Centre will be reactivated tomorrow, Friday, September 5. You will then be able to access it to view your clients’ updated fee payment information.

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: