The 360

This year’s client administrative fees have been processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 for most fund companies, except for Dynamic Funds. For Dynamic Funds, the fees will be withdrawn from your clients’ assets tomorrow, Friday, August 8.
  

As a reminder, the deadline to submit your application to join our Advisor Workgroup is September 1, 2025. If you’re interested in contributing to the evolution of our service offer and representing your peers, we encourage you to review the details below and submit your nomination as soon as possible.

Our digital adoption client and advisor contests are currently underway! Below is a reminder of the details:

Our digital adoption client contest is currently underway! All clients who log in to the Investia Client Portal and/or the mobile app between July 1 and December 31, 2025, are automatically entered into a draw to win a $5,000 cash prize. There will be a draw every quarter: the first one in October, and the next in January.

Monday, August 4, 2025, is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.

Please be advised that Q2 statements (from April 1 to June 30, 2025) will be available in the Investia Client Portal before the end of the week for all clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

Another tool to simplify your life! If you are not yet familiar with it, discover our new Automatic Rebalancing Program for model portfolios.

Following Investia’s sustained growth over the past few years, we would like to inform you of certain changes to our Sales and Business Efficiency teams.

This year’s client administrative fees have been/will be processed and withdrawn from clients’ accounts as follows:

• Nominee accounts: between July 12-13, with payment visible on July 14.
• Client-name accounts: between July 18-20 at most fund companies, and as late as August 8 for others (i.e., like Dynamic Funds).
  

This is your final reminder to complete the MS O365 advisor survey by end of day on Friday, July 11, 2025. If you have already completed it—thank you! No further action is required. If not, please do so today or tomorrow to ensure we can plan your migration to the new MS O365 platform according to your needs.