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.
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.
Kelly has spent nearly 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.