Anna Le
Articles
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TFSA Contribution Rules - What You Need to Know
This guide is designed to help you navigate conversations with clients about TFSA contribution limits. The CRA has emphasized the importance of avoiding overcontributions, which can lead to penalti...
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When will Olympia send me a statement?
Each year, Olympia will send you a statement of your account(s) by the end of January. Your statement will be uploaded to your Client Portal and you will be notified via email that it is available ...
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What is an FHSA?
A First Home Savings Account (FHSA) is a registered account that allows first-time home buyers to save for their first home tax-free. Contributions are tax-deductible (similar to an RRSP), and qual...
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Can I trade public stock through my Olympia account?
You can buy and sell public stocks if you have a Qtrade Delivery Against Payment (DAP) account. Since Olympia is not a registered dealer, we have arrangements with Qtrade Securities Inc. to ensur...
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How do I transfer funds into my Olympia account?
You can easily transfer-in funds to your Olympia account through your Client Portal. Select Online Transactions. Select Transfer-In. Enter in the Relinquishing Institution Name. Complet...
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How much is the withholding tax to withdrawal?
For registered plans, withdrawal amounts will determine the withholding tax. Up to $5,000.00 = 10% (20% for Québec residents) $5,000.01 to $15,000.00 = 20% (25% for Québec residents) $15,000.01...
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How can I update my fee payment information?
You can update your fee payment information such as credit card or bank account information through your Client Portal. Once you have logged in, go to Online Transactions - Fees - Update Fee Paymen...
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When will Olympia send me an invoice?
Each year, Olympia will send you an invoice if you are owing any fees on your account(s) by the end of January. Your statement and applicable invoice will uploaded to your Client Portal, and you wi...
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When will Olympia send me a statement?
Each year, Olympia will send you a statement of your account(s) by the end of January. Your statement will be uploaded to your Client Portal and you will be notified via email that it is available ...
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Government & Regulatory Bodies
Canada Revenue Agency Revenu Québec British Columbia Securities Commission Alberta Securities Commission Financial and Consumer Affairs Authority of Saskatchewan Manitoba Securities Commission Ont...