THE 360 NEWSLETTER

Also in this issue

• HollisWealth Advisors Only – Upcoming FundEX and Investia Merger – Checklist of Key Materials
• Improvements to Investia Advisor Centre
• Two Improvements to Investia Mobile App
• Investment Objective Suitability – 15% Variance and Change of Terminology
• Statutory Holiday on June 24 and July 1 – 360 Newsletter and Business Hours
• 2021 Virtual Best Business Practices Roadshows – Presentations on iA Campus
• Economic and Financial Bulletin – Vaccination – Canada Takes the Lead (IAIM)
• Policy Transfer – The Importance of Planning in Advance (PPI)
• Update on IA Clarington Canadian Leaders Class
• Monthly Market Snapshot – June 2021