Onboarding Notice
Market Closure: February 20th, 2023
Friendly Reminder: Tax Preparation Service Request is Closing End of May
Effective September 1, cash deposits and transfer-ins will be automatically slated to be invested into the account’s assigned model once received.
Canadian Market Closure: August 7th 2023
Effective September 15, 2023, please know that GICs must be purchased for clients exclusively through our custodian NBIN
