With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.

In view of the impending labour dispute at Canada Post, please be aware that a strike may begin at midnight on Friday, November 15, if no agreement has been reached with the union by then. Currently, we are unsure of the strike’s specifics (such as duration and regional alternation), but we will provide updates as soon as we have more information.

To reduce the impact of any mail service disruptions while ensuring timely client payments, please consider the following important points and reminders.

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.

With the end of the year fast approaching, we would like to provide you with some essential information to help you prepare for this period.  

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.