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Craig was previously a member of both the Ontario Securities Commission Exempt Market Advisory Committee and Small and Medium Enterprises Committee.Client Experience Manager, Client ServicesKelly has spent over a decade in the financial services industry gaining a thorough knowledge of all aspects of the Registered Plans Division.

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. Having held many positions within the division, Kelly relies on her previous experience to help create efficient systems and procedures. Charlie acts as a bridge between our clients and business to guarantee our motto, With Us It’s Personal, is delivered! Discover a Health Spending Account for small business owners and learn how this alternative to insurance can reduce your taxes. Our Self-Directed Platform gives the client control of their investment decisions. Jonathan Bahnuik specializes in corporate and commercial law. Prior to joining Olympia, Gerhard worked in South Africa in industries ranging from auditing, pathology, banking, shared services, pension fund administration and investment management as part of the senior management team.

The Self-Directed Platform gives the client control and accountability for all of their investment decisions.Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters.

Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters. Previously, Mr. Bahnuik served as general counsel to several public corporations traded on the facilities of TSX-Venture exchange. Charlie has worked as part of the Olympia Trust Company team for over 10 years. RRSP Officer at Olympia Trust Company.

We’re here to support by holding your client’s funds and securities in trust, processing investment transactions as instructed, issuing tax documentation, record keeping and much more.Our Self-Directed Accounts allow clients to hold a multitude of qualified investments. Olympia Trust boasts some of the most experienced and knowledgeable resources in the Self-Directed investment industry, and we are proud to leverage their many talents and dedication to outstanding service in a client experience that is truly unique. Our role is to act as an unbiased administrator and efficiently manage your transactions. Since 2005 Derick has grown the FX division to over 50 employees and profitability. Our goal is to constantly stay one step ahead of the tech industry curve.Our Self-Directed Accounts allow clients to hold qualified investments. Olympia Trust TFSA Informative Vid. Our Self-Directed Accounts allow clients to hold a multitude of qualified investments. In addition to a diploma in Business Administration from the Southern Alberta Institute of Technology, Kelly has completed a range of industry specific courses including the Alberta Mortgage Agent Course and the Canadian Investment Manager program.Olympia Trust Company prides itself first and foremost on our people and their expertise. His vast understanding of our industry is leveraged daily to ensure our clients receive paramount customer service. With 25 years of experience in financial and regulatory reporting, financial management of multi-disciplinary environments, risk management and an in-depth understanding of processes, people and strategic value drivers Gerhard leads Olympia's Financial Services team. Operations commenced in March of 1996. Maintaining your Self-Directed Accounts just got easier! We are extremely proud of this employee driven initiative and the impact it has made with local and international communities.

We care about the client experience and have built one of the largest, most knowledgeable in-house team in the industry.Throughout her 20 years in the financial services industry, Andrea's ability to cultivate positive customer relationships built on delivering lasting solutions has led her to progressively senior roles.

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