If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is now available on the Investia Advisor Centre for online completion.

Effective April 1, 2025, the Canadian Investment Funds Standards Committee (“CIFSC”) introduced new fund classifications as follows: 

On March 24, 2025, the Canadian Investment Regulatory Organization (CIRO) issued a press release to warn Canadian investors about an emerging scam known as account intrusions. This type of fraudulent activity is a growing concern as fraudsters employ sophisticated tactics to access and exploit investment accounts.

It is crucial that all Investia Representatives and their staff, including both licensed and unlicensed assistants, complete the mandatory Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) training. This training must be done every two (2) years to ensure that your knowledge is current and your skills in identifying suspicious transactions are sharp. By staying up to date with this training, you can play a vital role in protecting our clients and the integrity of our financial system. 

We remind you that the “Annual Review of Professional Activities” (“ARPA”) questionnaire is available on the Investia Advisor Centre and must be completed and submitted by April 30, 2025.

Further to last week’s communication, please note that the Canada Revenue Agency (CRA) is still experiencing delays in processing tax slips for the 2024 taxation year. 

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.