THE 360 NEWSLETTER
Wealth Professional Awards 2023 – Nomination of Investia Representative
Corporate announcements April 6, 2023We are proud to announce that Investia Representative Johnny Fansher, from London, Ontario, has been nominated for the Wealth Professional Awards 2023, in the Advisor of the Year – Responsible Investments category.
Celebrating excellence in wealth management for 9 years now, the annual Wealth Professional Awards (WPAs) has been recognized as the leading independent awards program for the wealth management and financial planning profession.
Winners of this prestigious award will be revealed on June 1, 2023.
Please join us in congratulating Johnny on his nomination!
For more information:
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)
- Office Closure on Friday, April 7, 2023
- Live Training Webinar – Replay Link, Reference Material & Survey
- The Chronicles of our Cyber-Experts
- The Best of Both Worlds in a TermPerm Blend (PPI)