Given the large number of documents we receive on a daily basis and in order to optimize their indexing to make your work easier, we would like to share with you a revamped version of our imaging procedure.

Please note that Monday, May 20, 2024, is a statutory holiday in several provinces of Canada, which means that markets and Fundserv will be closed and that no trading or settlement will take place on that day.

In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

In an effort to facilitate trading involving U.S. currency, we have gathered all the necessary steps in a comprehensive and easy-to-read procedure.

Yesterday, May 1, 2024, CIRO issued a press release warning Canadian investors not to be fooled by fraudsters currently impersonating the regulatory organization to launch investment recovery scams.

We would like to thank everyone who attended our live webinar dedicated to our new and improved process for adding and cancelling banking information, which was held on Wednesday, April 24.

Following the announcement of our new partnership with the financial planning firm Conquest Planning last March, we are pleased to provide you with a new FAQ document, which highlights all the information you will need about Conquest:

• Overview of the firm and description of the service offering for advisors
• Detailed plan features (standard and advanced)
• Pricing information and packages available
• How to sign up, including the request form*
• Advisor support contact information