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:
It’s Year-end: How Will You Manage Your Expenses?
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
- Change to Preauthorized Debit Agreements – Amendment to CPA Rule H1
- Final Reminder – Mutual Fund Licence Renewal for 2024
- Investia 2024 National Business Conference – Save the Dates
- Holiday Virtual Cards and Email Banners
- Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
- Fund Risk Rating Changes – Dynamic Funds
- Virtual Water Cooler Series – Recording Link
- The Chronicles of our Cyber-Experts – Password Best Practices
- It’s Beginning to Look a Lot Like Tax Season (PPI)
- Monthly Market Snapshot – December 2023