With over 16 years of experience in the financial services industry, Lori’s extensive knowledge combined with her strong administrative skills provides a strong foundation for her role at Olympia Trust. While overseeing all aspects of the department, Lori continues to focus her attention on the development of long-term relationships, while ensuring that she remains current on relevant provincial legislation changes in the industry. Lori obtained her Bachelor of Arts from the University of Western Ontario. She has also completed her mutual fund licensing and the Officers', Partners', and Directors' designation through the Investment Funds Institute of Canada.
Lynn brings with her 20 years of experience in the industry. She has attained a wealth of knowledge and experience in all aspects of the Registered Plans Division, with a special emphasis on mortgages and mortgage investment corporations. In the financial services industry, Lynn is well respected for her professionalism and exceptional client service. Her extensive expertise is a valuable asset to the department. Lynn has completed her mutual fund licensing through the Investment Funds Institute of Canada.
Craig is responsible for developing innovative products and engineering distribution strategies for the Registered Plans Division. Craig’s extensive training includes a Bachelor of Management from the University of Lethbridge, in addition to a diploma in Business Administration from the Southern Alberta Institute of Technology. His abilities to address his clients’ concerns and requests in an efficient and effective manner make Craig a valuable member of our team.
Andrea uses her near decade of experience in the financial services industry to guide Olympia Trust Company's private company clients and their respective investors through all stages of the Registered Plan investment process. A commitment to positive customer relationships built on creating solutions permeates the many client interactions Andrea and her team administer each day. In addition to a Bachelor of Commerce degree in Finance, Andrea has studied a wide range of industry specific courses including financial planning and the Canadian Securities Course.