THE 360 NEWSLETTER

We would like to inform you that changes have been made to the Investia Administrative Fee schedule. The fee schedule was updated on November 1, 2023 and will be effective January 1, 2024.

In particular, we would like to draw your attention to the fact that where annual fees were previously waived for clients who held one or more of the following products – GICs or segregated funds, these exemptions have now been removed and fees will be charged in 2024. For these two product types, we plan to pull the Client Administrative Fee from clients’ bank accounts upon receiving client consent.

Please click the link below to access the updated version, which can also be found on the Investia Advisor Centre under Product Information / Nominee Accounts:

Investia Administrative Fee Schedule

The fee schedule has also been updated on the Investia website:

Under the “The Investia Experience” tab:

And in the footer:

Client Fee Reminder

Should you have any questions, please do not hesitate to contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548, or by using the chatbot feature on the Advisor Centre.