In response to strong appreciation and growing demand from participants, we are pleased to inform you that, starting in May, the following trainings will be added to those currently available (ref. February 1, 2024 communication):

We are pleased to inform you that a new training module has just been added to the content available on Investia Learning. It is designed to enable you to familiarize yourself at your own pace with the various functionalities of the Advisor Centre.

Supporting the communities in which we live and work is something everyone at Investia takes pride in and we know how important it is for our advisor teams as well.

Following the March 14, 2024 communication, we are pleased to announce that clients will be able to select their document delivery mode on the Client Portal based on the following document types effective Monday, April 8, 2024: 

• Statements
• Tax documents
• Transaction documents

Following the March 14, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15. 

As announced in our March 7, 2024 communication, we will soon have a new process for adding and cancelling your clients’ banking information. In preparation for this, we are pleased to invite you to a live webinar which will be held this month and will be hosted by Johanne Pagé, Practice Management and Training Specialist. We will introduce you to the revised and improved process for adding and updating banking information and reiterate the alternatives to cheques available to you.

We have been informed by CI Global Asset Management of an issue related to clients’ 2023 T5008/RL-18 tax slips.

Please be advised that the Canadian Investment Funds Standards Committee (CIFSC) is implementing two new fund categories/asset classes: 

1. US Dividend & Income Equity; and
2. Global Dividend & Income Equity. 

I am pleased to share with you the results of a reflection process which began some time ago, following Investia’s sustained growth over the past few years. In order to continue to support our sales force, we would like to inform you of certain changes that have been made to our structure, to provide our organization with greater agility and better strategic alignment.