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Office Closure: Civic Holiday

Easter Office Closure: April 7 - 10, 2023

Notification Update Apr 6, 2023 9:00:00 AM

Contents

Onboarding Notice: Cut-off Date for Transferring of External RIF/LIF Accounts will be Nov 25, 2022

Update: Important Dates for Client Tax Slips

Canadian and U.S. Market Closure: January 2nd 2023

Please be advised that both Canadian and U.S. markets will be closed on Friday April 7, 2023 for Good Friday and that the Optimize Head Office will be closed April 7 - 10, 2023 for Easter.

Onboarding Notice: Cut-off Date for Transferring of External RIF/LIF Accounts will be Nov 25, 2022

Update: Important Dates for Client Tax Slips

Canadian and U.S. Market Closure: January 2nd 2023
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Market Closure: February 20th, 2023
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Friendly Reminder: Tax Preparation Service Request is Closing End of May