Investor Portal...Operating Memorandum

Step 3. Setting Up Your Investment

What type of investor are you?

It’s time to determine what type of investor you are! There are three types: TFSA/RRSP (New to Olympia Trust), TFSA/RRSP (Current Olympia Trust Member) and Cash. Watch our short video to learn what category you belong to.

Select your investor type

TFSA/RRSP Investor (New to Olympia Trust)

If you plan to invest with TFSA or RRSP savings and do not have an existing Olympia Trust account, you are a TFSA/RRSP (New to Olympia Trust) Investor. To get started with this investment type, select the red button below.

TFSA/RRSP Investor (current Olympia Trust member)

If you plan to invest with TFSA or RRSP savings and have an existing Olympia Trust account, you are a TFSA/RRSP (Current Olympia Trust Member) Investor. To get started with this investment type, select the red button below.

Cash Investor

If you plan to invest with cash rather than TFSA or RRSP savings, you are a Cash Investor. To get started with this investment type, select the red button below.

Instructions
  1. Watch the instructional video to determine what type of investor you are. There are three types of investors: Cash, TFSA/RRSP (current Olympia Trust Member), and TFSA/RRSP (new to Olympia Trust).
  2. Navigate to your corresponding investor type tab below. Review the description to confirm that the tab you have selected is indeed relevant to your situation.
  3. When you're ready, proceed to the next step by clicking the red move to next step button under your investor type tab.
Progress
Step 3 of 5
Need Help?

We're always happy to provide assistance! Please reach out to us via one of the contact methods below:

Phone:
778-677-7939
Email:
will@parametricpro.com