Onboarding Notice: Cut-off Date for Transferring of External RIF/LIF Accounts will be Nov 25, 2022
Friendly Reminder: Tax Preparation Service Request is Closing End of May
Easter Office Closure: April 7 - 10, 2023
Please be advised that both Canadian and U.S. markets will be closed on Monday February 20th, 2023 for Family day and President's day. Please note that the Optimize Head Office will be closed for the Holiday as well.
Update: Important Dates for Client Tax Slips
