To minimize LOIs and streamline the process for you, we have updated Administrative Procedure # 37 – Returned Item, along with the replacement options outlined in the Returned Items Notice you receive in the event of insufficient funds.

I am pleased to announce the appointment of Joanna Yu as our new Regional Vice President, Advisor Relationships, for Western Canada, effective immediately. Joanna will be reporting directly to me.

If you haven’t completed it yet, the “Annual Review of Professional Activities” (“ARPA”) questionnaire is available on the Investia Advisor Centre for online completion. This questionnaire must be completed and submitted by April 30, 2025.

Use of the Contact Record Form
As a reminder, Investia’s Client Contact Record Form (F51-331A) (CCRF) is a form that must be used for note-taking purposes only and must always be uploaded to head office for imaging. 

Based on the latest update received, the processing delay issue at the CRA is gradually improving, with several files now successfully processed. Client tax slip information should already be accessible in the “My Account” section of the CRA website or will be shortly. However, some delays persist with certain files, particularly those related to TFSAs. 

Last November, the Canadian Union of Postal Workers (CUPW) went on strike against Canada Post, resulting in a disruption of postal services. As you may recall, the national strike was paused at the end of 2024 for an inquiry commission to take place. Now, as you may have heard, a labour disruption could happen again as early as May 22, 2025 (ref. Canada Post Notice – Negotiations updates). 

Please be advised that Q1 statements (from January 1 to March 31, 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. 

Click here to save the dates for the 2025 National Business Conference.

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: