THE 360 NEWSLETTER
We are pleased to inform you that we have selected the advisors who will participate in our Investia Advisor Workgroups for 2023 and 2024.
The selections were made based on criteria which allowed us to build a representative group of various profiles of advisors from across Canada. Below are the names of selected advisors:
English-speaking group Amelia Naidoo, Toronto, Ontario Anne Kinzie, Cambridge, Ontario Charles (CJ) Stevens, Guelph, Ontario Denny Chuang, Oakville, Ontario Isaac Musial, Oshawa, Ontario Jim Bazillion, Calgary, Alberta Joel Liast, Saskatoon, Saskatchewan Kelly Wood, Markham, Ontario Kirk Dzaman, Chiliwack, British Columbia Lisa Leblanc, Orangeville, Ontario Marc Spencer, Burlington, Ontario Rob Bauml, Vernon, British Columbia Roch Martin, Saint John’s, Newfoundland and Labrador |
French-speaking group Andrea Walsh Gagnon, Quebec City, Quebec Daniel Massé, Val-d’Or, Quebec Dave Bérubé, Quebec City, Quebec John Leroux, Montreal, Quebec Mélanie Carrière, Montreal, Quebec Robert Laquerre, Boisbriand, Quebec
|
We remind you that this workgroup will be renewed every two years. The first meeting will take place in May. The topics that will be covered in the workgroups will be presented to you during our Best Business Practices Roadshows in June.
We would like to thank everyone who put their name forward!
Also in this issue
- FHSA – Updated Client Article
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- Live Training Webinar on Objective Suitability – FAQ
- New Client Article
- Geolocation and Segmentation Tools
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- Invitation to a Live Training Webinar – nesto
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
- Monthly Market Snapshot – April 2023