As you know, your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.

We would like to remind you that, effective August 28, 2024, clients’ AWDs are no longer adjusted by Head Office in the event of insufficient funds. 

As you may already know, Canada Post employees might go on strike as early as this weekend (November 3, 2024) if no agreement is reached with the union by then. To minimize the impact of any mail delivery service interruptions for your clients, please find below a few important considerations and reminders.

We are pleased to announce that 3 new processes have been added to the Business Tracker tool to facilitate the ability for you to view the status of these types of requests. 

On October 18, 2024, CIRO issued a press release warning Canadian investors not to be fooled by a fraudster currently impersonating an employee of the regulatory organization to launch investment recovery scams.

Please be aware that this scam is specifically aimed at investors. We encourage you to inform your clients to help them stay alert and cautious.

We are excited to announce the launch of our new Business Continuity and Transition microsite, now available on the Advisor Centre under the “Tools and Resources” heading of the “Useful Links” section.

Once again this year, Investia, in collaboration with iA Financial Group, is providing you with the opportunity to take advantage of competitive group pricing if you subscribe to Morningstar’s Advisor Workstation investment platform.

In order to enhance our services by reducing waiting times and informational inquiries, we would like to remind you that we will soon introduce a new option in our phone menu.

Firstly, we want to extend our heartfelt thanks to everyone who joined us at our National Business Conference in Quebec City two weeks ago. The event was a great success and we were delighted to see you all in person!

We would like to inform you that Q3 statements (from July 1 to September 30, 2024) will be available next week in the Investia Client Portal for all clients registered for e-delivery. For clients opting to receive paper statements, they will be mailed out to your clients shortly.