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SPDR Bloomberg Convertible Securities ETF T.CWB.PR.B


Primary Symbol: CWB

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to represent the market of U.S. convertible securities, such as convertible bonds and convertible preferred stock.


ARCA:CWB - Post by User

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  • DeanEdmontonX
Comment by DeanEdmontonon Jan 10, 2025 1:40pm
82 Views
Post# 36398378

RE:Heaven Help Us

RE:Heaven Help UsSince Olympia now carries your account I would be having a VERY pointed conversation with someone up the food chain. It damn well is their problem and they need to help you deal with your issues. They paid good money to acquire those accounts, can't belkieve the attitude. Info on here may help get hold of someone who actually does care. Best of luck.

Calgary, Alberta--(Newsfile Corp. - December 2, 2024) - Olympia Financial Group Inc. (TSX: OLY) ("Olympia") is pleased to announce that Olympia Trust Company ("Olympia Trust") has entered into an asset purchase agreement pursuant to which Olympia Trust will purchase, for $1.7 million in cash, approximately 3,400 self-directed non-registered and registered plan investment accounts currently administered by Canadian Western Trust Company (the "Transaction").

It is anticipated that the Transaction will be completed on January 1, 2025.

About Olympia Financial Group Inc.

Olympia conducts most of its operations through its subsidiary Olympia Trust, a non-deposit taking trust company. Olympia Trust is licensed to conduct trust activities in Alberta, British Columbia, Saskatchewan, Manitoba, Quebec, Newfoundland and Labrador, Prince Edward Island, New Brunswick, and Nova Scotia. Olympia Trust administers self-directed registered and non-registered plan investment accounts, and provides corporate trust and transfer agency services. Olympia also provides currency exchange and global payment services through its subsidiary Olympia Currency and Global Payments Inc., and offers private health services plans and information technology services to exempt market dealers, registrants, and issuers through its subsidiary Olympia Benefits Inc.

Olympia's common shares are listed on the Toronto Stock Exchange under the symbol "OLY".

For further information, please contact:

Olympia Financial Group Inc.
Rick Skauge, President and Chief Executive Officer
Jennifer Urscheler, Chief Financial Officer
Phone: (403) 261-0900
Fax: (403) 265-1455



bubba9 wrote: For those of us who have had their self-directed accounts transferred to Olympia Trust, I have a question.... I have so far had three different answers....  Do I continue to use my Qtrade DAP as is or do I have to set up a new one. I got both answers from CWT on different days, Olympia told me it's not their problem and to contact Qtrade and Qtrade said they don't know and will get back to me. I have gotten into my Olympia Trust portal and am impressed...



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