THE 360 NEWSLETTER
We would like to remind you that our next Virtual Water Cooler Chat will be held on Thursday, December 7, at 2:15 p.m. (ET).
Join Louis H. DeConinck, President of Investia, and his guests for this session which will include:
- A Q&A conversation between Louis and members of our Client Services team;
- A presentation on the roles of our Sales team, financing program, growth in 2023 and enhancements to the ARPA questionnaire; and
- Important year-end reminders.
Thursday, December 7, 2023, from 2:15 to 3:00 p.m. (ET)
To add the event to your calendar: click here
To join: click here a few minutes before 2:15
We look forward to chatting with you soon!
Should you have any questions about our events, please send an email to events@investia.ca.
Also in this issue
- CE Credits and November 30, 2023 Deadline
- Client Fee Dashboard – Selection Feature Disabled on December 1, 2023
- Morningstar Advisor Workstation – Last Chance to Subscribe or Renew for 2024
- FHSA – Now Offered by CIG and Mackenzie
- Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
- PureFees System Maintenance and Improvements Made to the Tool
- The Chronicles of our Cyber-Experts – Password Best Practices