Olympia Trust received its letters patent on September 6, 1995, authorizing the formation of a trust company to be registered under the Loan and Trust Corporations Act (Alberta). Operations commenced in March of 1996. 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 acts as a trustee and manages self-administered registered plans. It also provides foreign currency exchange services and other trustee services.
The private health services plan division conducts business under Olympia Benefits Inc. ("OBI"), a wholly owned subsidiary of Olympia. OBI was incorporated on May 4, 2006 under the Business Corporations Act (Alberta). In addition, the Exempt Edge Division (EE) is dedicated to building technological solutions for the exempt market and financial services industry that saves time, creates efficiencies and moves our industry forward.
Olympia Financial Group prides itself first and foremost on our team members and their expertise. We care about the client experience and have built one of the largest, most knowledgeable in-house team in the industry.
Kelly has spent over a decade in the financial services industry gaining a thorough knowledge of all aspects of the Registered Plans Division. Having held many positions within the division, Kelly relies on her previous experience to help create efficient systems and procedures. 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.
Dean is a well-respected leader in the corporate securities industry, with a strong focus on client service and business development. Dean joined Olympia in 2000 and led the Corporate & Shareholder Services division through a period of substantial growth, culminating in the acquisition of the division in 2013. He subsequently spent several years as the head of Client Services for Western Canada at a multi-national transfer agent before returning to Olympia in 2018. Dean is a graduate of Dalhousie University, and is an active member of several industry associations, including the Securities Transfer Association of Canada and the Canadian Investor Relations Institute.
Gerhard joined Olympia Financial Group Inc. in 2007 as CFO and Vice President, Finance. 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. 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. Gerhard holds a Masters degree in Financial Management and is a CPA, CMA.