THE 360 NEWSLETTER
Supporting the communities in which we live and work is something everyone at Investia takes pride in and we know how important it is for our advisor teams as well.
With that in mind, as a reminder to the February 15, 2024 communication, don’t hesitate to send us your inspiring stories of philanthropic giving and community involvement so that we can share them on our LinkedIn feed!
To do so, simply send your stories to investia.marketing@investia.ca, while ensuring to include the following in your message:
- A description of your philanthropic giving or community involvement, including the recipient and nature of yoursupport; and
- Any relevant photos or video footage.
This is an ongoing feature, so there is no deadline for submissions.
We thank you in advance for sharing!
Should you have any questions or require additional information, please send an email to investia.marketing@investia.ca.
Also in this issue
- Important Reminder – Updated AWD Form (Investia Nominee Accounts)
- New Method for Adding Client Bank Information – Reminder and Two Events Not to Miss!
- New Online Group Trainings Available Soon!
- Becoming Familiar With the Advisor Centre on Investia Learning (and Earn CE Credits!)
- Reminder – Investia 2024 National Business Conference – Save the Dates
- Social Engineering
- Separation of Owner and Beneficiary in Corporate Context – Who Is Paying the Premium? (PPI)