Empowering Advisors to Achieve Your Financial Objectives

Olympian Financial Inc. is dedicated to serving the needs of Canada's premier independent advisors with world-class service and support.

We facilitate your advisor to provide you with the best professional guidance to attain your financial goals and objectives through:

• Full Service Capabilities
• Strong, Comprehensive Financial Planning Support
• Ground-Breaking Reporting Technology
• Timely and Accurate Processing
• Seamless Transition
• Compliance Integrity
• Professional Development and Marketing Support
• Senior Management Attention
• Customized Solutions

The following Olympian Services support your advisor to service you:

Unlimited Information Technology
Your advisor has access to Winfund software, a unique program that provides you with a variety of flexible investment reporting options.   Our information technology is consistently upgraded and enhancements are based on the changing needs of your advisor.

Superior Research Strength
We ensure your advisor is informed of any market or fund changes that could affect your portfolio.  The result - you receive insightful strategies from a well-educated advisor who is informed of the most current trends and news.  All information is completely unbiased.

Superior Trading Operations
Olympian trading operations ensure your transactions are processed quickly and accurately. Olympian advisors are empowered to effectively process transactions and efficiently track the settlement of those transactions.

Transition Services
Our transition team is committed to making the switch to Olympian a smooth and seamless process for advisors. By preparing all the necessary paperwork in advance, transitions to Olympian are seamless for both advisors and clients.

Compliance Integrity
Protecting your assets is our highest priority.  Our compliance department is committed to ensuring a strict code of ethics is adhered to and compliance regulations are followed to exacting standards.  The role of compliance as it relates to clients is that all your transactions are processed in accordance with Canadian Securities Regulations in a timely, accurate manner.

Marketing and Advisor Training
Your advisor and their teams receive ongoing training and support to grow their business and provide you with the best service possible.  By attending regular professional development seminars, your advisor ensures that the client service, that he/she provides, remains on the cutting edge of the industry.