The claimed date should match what the banking records show. A transfer instructed on one day and settled two days later has two dates, and the file should present both rather than a tidy single date. Being actively in the process of investing may qualify, so review any escrow terms with counsel.
Dates the record can defend
Suppose three conversions settle across a single week before the petition is signed. Listing each settlement date is stronger than choosing one funding day and hoping the statements agree. Later stages run on their own timetable, and queue position often follows country of birth rather than a Canadian address or passport, so no waiting time can be promised in advance.
The process runs in stages measured in years: the investment and petition, then a visa or adjustment of status, then two years of conditional residence, then Form I-829 filed within the ninety days before the second anniversary. The immigration window is based on conditional residence rather than the business meeting calendar. The sequence is to confirm the capital amount and location category, review source and job records, then assess filing, visa availability, admissibility, and the later conditional-residence timeline.
The conditional period is where a plan either produces a record or does not.