THE 360 NEWSLETTER
We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, December 7. Here are the topics that were covered:
- A Q&A conversation with members of our Client Services team;
- Important year-end reminders; and
- A presentation on the roles of our Sales team, financing program, growth in 2023 and enhancements to the ARPA questionnaire.
For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – December 7, 2023
Our Next Water Cooler
Note that our Virtual Water Cooler Chats will be back in January 2024. Stay tuned for upcoming issues of your 360 for details about the next edition of the event.
Should you have any questions, please send an email to events@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
- New Client Article
- Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
- Fund Risk Rating Changes – Dynamic Funds
- 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