Your existing planning agreements or contracts will remain fully intact, with no changes to their terms or conditions. These agreements are independent of the dealer transition, so all commitments made in your financial plan will continue as agreed.
However, there is one key update:
Any new payment invoices for financial plan updates or services will now be issued through iA Private Wealth, the new dealer. This is simply a procedural change and does not affect the scope, cost, or delivery of the services outlined in your planning agreements.
If you have any further questions about the transition process or how it affects your planning agreements, feel free to reach out. I’m here to ensure a seamless transition and continued excellent service.