THE 360 NEWSLETTER

As mentioned during our National Business Conference, we are pleased to confirm our partnership with Willful, a company which provides a state-of-the-art online will preparation service.

With Willful, you will be able to provide your clients with a comprehensive digital estate planning solution that is easy to use and very affordable, as well as enhanced conversations around wealth transfer and generational continuity. Our goal is that this translates into enhancing your service offering as a trusted advisor to help retain clients and provide additional value.

Willful is available to advisors effective immediately. Here are the key benefits your clients will enjoy:

• Easy, trusted and entirely secure will preparation in less than 20 minutes on a user-friendly platform;
• Discount pricing for Investia clients;
• Access to a co-branded (Willfull and Investia) landing page detailing the offering, to share with your clients:

Page in English (outside Quebec): partners.willful.co/investia-en

Page in English (Quebec): partners.willful.co/investia-en-qc

Page in French: partners.willful.co/investia-fr-qc

For more information about Willful, click here to view the presentation that was presented at the conference. You may also visit the Willful website at www.willful.co.

For more general information, please contact our Client Service Department, by email at investia@investia.ca or by phone at 1-888-684-5548.