Investia administrative fee schedule

Last update: April 2025

Investia administrative fee schedule (pdf) file_open
Annual client fees 1
  • Per social insurance number (of the primary account holder)
  • By corporation (fees charged separately)
 $50
1 As an exception, annual fees will be waived for clients who only hold at least one of the following products:
  • RESP
  • RDSP
  • Segregated funds
  • Closed products (with a value of $0.00)
The fees apply to all types of account registration (nominee, client-name and intermediary/B2B accounts).
Transfer fees
  • Total or partial transfer to another dealer/intermediary
  • Total or partial transfer to a client-name account at Investia
 $0
Other fees
  • Returned item (NSF)
  • Research fee
  • Estate/divorce/bankruptcy settlement
  • Withdrawal for a Home Buyers’ Plan (HBP) or a Lifelong Learning Plan (LLP)
  • Tax slip/contribution receipt duplicate
 $0

Nominee accounts

Investments are registered in the name of Investia Financial Services Inc. on your behalf as a nominee account.

Client-name accounts

This type of account holds investments that are registered in your name at the issuer

Notes:

  • Annual fees cover the period from January 1 to December 31 of the current year.
  • Annual fees do not apply to new clients who join during the year.
  • Annual fees are charged in the 3rd quarter, systematically and according to a pre-established order prioritizing nominee accounts.
  • All fees are subject to change following a 60-day prior notice.
  • All fees are taxable based on the client’s province of residence.
  • Investia reserves the right to charge fees for certain transactions or services not included in this document.
  • All outstanding client fees will be carried over to the following year until the client pays them.
  • Investia will charge any unpaid client fees at the time of transfer out.