Anna Le
Articles
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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...
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Locked-In Pension Legislation
Office of the Superintendent of Financial Institutions of Canada (Federal) British Columbia Financial Services Authority Alberta Treasury Board and Finance Financial and Consumer Affairs Authority...
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Beware of Registered Plan Scams
Canada Revenue Agency Office of the Superintendent of Financial Institutions of Canada Check First Canadian Securities Administrators: Are They Registered?
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Public Company Information
Canada Stockwatch SEDAR
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What documents are required to withdraw from my account?
To withdraw from your account, please initiate your withdrawal request through our online portal selecting "Online Transactions" and "Withdrawal"To withdraw from your account, complete a Withdrawal...
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Can I withdraw from my account?
Withdrawals from your account can be completed depending and subject to the type of account you have. RRSP or RRIF (including spousal accounts): Cash can be withdrawn and is subject to withholding ...
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How can I deposit new money into my account(s)?
The following options are available to you to deposit new money or make a contribution into your account(s): Log into your Client Portal here or mobile app. Follow attached instructions: Guide -...
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How can I update my personal information?
You can update your personal details and preferences within your profile. You can update the following contact and personal information: Phone number. Mailing or residential address. Language pr...
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Which account transactions can I complete online?
The following account transactions can be completed online:Open new accounts.Purchase private capital securities.Submit transfer-in requests.Make new contributions or deposit.Pay fees or update you...