System Enhancement: Will Preparation
Effective September 15, 2023, please know that GICs must be purchased for clients exclusively through our custodian NBIN
Canadian Market Closure: August 7th 2023
As a friendly reminder, Tax Tickets need to be in the 'Ready to File' status by April 26th to ensure the clients' tax return is filed prior to the CRA deadline.
Easter Office Closure: March 29th -April 1st, 2024
Important Dates - 2024 Calendar Year
