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.
The Board of Directors and the management of Olympia Financial Group are committed to leadership in corporate governance. Olympia’s corporate governance policies and practices are designed to be focused on responsibilities to shareholders and creating long term shareholder value. Olympia continuously monitors all proposed new rules and modifies policies and practices to meet any additional requirements. An overview of the corporate governance structure is set out below.
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.