Anna Le
Articles
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How long has the Investment Account Services Division been in business?
The Investment Account Services Division, formerly known as the Registered Plans & TFSA Division, was established in 1996.
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What is Olympia Trust Company's role?
As a Trustee, Olympia is the registered holder of the investments in your account. Olympia is responsible for administering your account and performing certain duties, regardless of transactional a...
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Who can open an FHSA?
To open an FHSA, you must be: 18 years or older and no less than the age of majority in the province you reside. A Canadian resident. A first-time home buyer. In the current or past four years, yo...
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How do I open a Qtrade account to trade public stock?
Please complete the following steps to open a Qtrade DAP account: Complete the attached Qtrade account application. Include a clear copy of government-issued ID. Send the original application a...
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How long does it take to transfer funds to Olympia?
The processing timeline for transfers varies depending on the method, and funds that are being sent. A transfer request can be submitted through our Client Portal or by email, mail, or fax, and can...
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Which tax documents will I receive?
Olympia issues the following types of tax documents: Tax Document Description RRSP Contribution Receipt Issued to report the value of cash contributions or securities contributed i...
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Are contributions allowed for locked-in and income fund accounts?
Once an RRSP becomes an income fund type account (RIF, LIF), the account is no longer eligible for contributions. As such, any contribution receipts are not issued for the account. Locked-in accoun...
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What is the Annual Administration Fee for a FHSA?
For the remainder of 2023, there is no cost to open an FHSA account with Olympia. Starting January 1, 2024, the Annual Administration Fee is $100 plus tax.
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Can I open multiple Qtrade DAP accounts with one application?
No, you must open a separate Qtrade DAP account for each Olympia account type.
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How do I transfer funds out of my Olympia account?
To initiate a transfer from your Olympia account, you must first contact the financial institution where you wish to move your funds. You will need to complete the transfer authorization forms with...