THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
Paying for Post-Secondary Education
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
Also in this issue
- 2023 Virtual Conference for Administrative Personnel – Save the Dates
- National Day for Truth and Reconciliation – Trade Day Only on Monday, October 2, 2023
- System Maintenance – Univeris, Advisor Centre, Client Portal and Mobile App Downtime this Weekend
- Investia Nominee Fee-Based Accounts – Change to the Fee Waiving Process
- New Client Survey
- Payment of the Minimum Annual Amount (Investia Nominee Accounts)
- Business Tracker – Two New Features
- Virtual Water Cooler Series – Recording Link
- The Chronicles of our Cyber-Experts
- What Your Client Should Financially Expect When They’re Expecting (PPI)