THE 360 NEWSLETTER
Please note that our office will be closed on Friday, April 7, 2023 due to the statutory holiday. Markets and Fundserv will also be closed, which means that no trading or settlement will take place on that day.
We will resume regular business hours on Monday, April 10.
Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.Also in this issue
- FHSA – Availability in Univeris and New Client Article
- Investia Intermediary Transfer Program
- Reminder – Continuing Education (“CE”) Requirements
- Updated Investia Relationship Disclosure Information Document (RDID)
- Wealth Professional Awards 2023 – Nomination of Investia Representative
- Live Training Webinar – Replay Link, Reference Material & Survey
- The Chronicles of our Cyber-Experts
- The Best of Both Worlds in a TermPerm Blend (PPI)