Investia administrative fee schedule

Last update: November 1, 2023
Effective date: January 1, 2024

Type of fee Nominee accounts Client-name accounts
Annual fees for any plan types (per client1) $502 $502
Transfer fees
Total or partial transfer to another dealer/intermediary  No charge
Total or partial transfer to a client-name account at Investia
Other fees
Returned cheque No charge
 Research fee
 Estate/divorce/bankruptcy settlement
HBP or LLP withdrawal
Tax slip/contribution receipt duplicate

1 

Annual fees are charged once per client by social insurance number. Note that this excludes corporate accounts, which are billed separately. Clients who hold a nominee account and a client-name account will only be charged the annual fee within the nominee account.

2 The following exceptions apply:

  • Annual fees are waived for clients who only hold one or more of the following products: RESPs, RDSPs and closed products (valued at $0.00).

Notes:

  • Annual fees cover the period from January 1 to December 31 and are charged in the third quarter based on the market value of the client’s assets.
  • Annual fees will not be charged to new clients arriving over the course of the year until the following year.
  • 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 and services not listed on this fee schedule.
  • For those clients who hold accounts at B2B or any other intermediary accounts, annual fees will be applicable.