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About Olympian Financial Inc. |
Olympian's advisors are committed to delivering to you the very best products, services and advice, designed solely to achieve your financial life goals and objectives. Olympian advisors are knowledgeable of market trends, new products and services through independent market analysis and research. They apply this knowledge on a daily basis to ensure your complete portfolio is achieving its greatest potential, and to help you take firm control of your financial future.
Working with your Olympian advisor, you can choose from over 4,000 investment products in the marketplace.
This includes all the major Canadian mutual funds and segregated funds available in Canada as well as Wrap accounts and discretionary managed products offered by many money management firms.
Olympian does not restrict the types of mutual funds and segregated funds available for use by advisors, thus enabling them to open the door to a full range of financial products, investment expertise and strategic resources to suit your specialized needs. |
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General Information |
| Years of Experience in Financial Services: |
20
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| Work Experience: |
After earning my Chartered Accountant license with KPMG 20 years ago, I worked with TD Canada Trust, CIBC and Laurentian bank before starting my own firm.
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| States Licensed in: |
Provinces licensed in:
- Ontario
- New Brunswick
- British Columbia
- Nova Scotia
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| Number of Years with Current Firm: |
17
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
- Ontario
- New Brunswick
- British Columbia
- Nova Scotia
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Education |
| Academic Background |
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| B. Comm. from the University of Toronto, 1989
CA from the Institute of Chartered Accountants of Ontario, 1992
Certified Financial Planner from the Financial Standards Planning Counsel, 1998
Financial Management Advisor from the Canadian Securities Institute, 2005 |
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Services |
| Investment Types: |
Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI), Discretionary accounts
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| Can meet clients in the following ways: |
Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
FMA, CERTIFIED FINANCIAL PLANNER™ Certificant, CA
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
Canadian Institute of Chartered Accountants, FISCO
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Firm Information |
| Advisor's Number of Clients: |
300
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| Firm's Number of Clients: |
5,000 plus
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| Advisor's Number of Planning Clients: |
275
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| Advisor's Number of Managed Clients: |
275
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| Firm's Number of Planning Clients: |
4,000 plus
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| Firm's Number of Managed Clients: |
4,000 plus
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
As the owner of the company, I can direct the compensation method to suit the needs of the client.
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Minimum Fee Charged for Managed Accounts: |
$1,000
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| Minimum Fee Charged for Hourly Planning Accounts: |
$1,000
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| Minimum Fee Charged for Flat Fee Accounts: |
$1,000
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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There is no cost or obligation on the initial meeting. |
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| Q. |
What are your qualifications? What is your education background? |
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Listen to what the client has to say and design a plan that suits their specific needs. |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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I will be the primary contact person for all investment decisions. |
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| Q. |
How many clients do you currently manage? |
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Will you be the only person working with me? |
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It is mandated by the OSC and the MFDA that I do so. |
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| Q. |
Do you offer any guaranteed results? |
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There is no investment that bears 'no' risk, and thereby no guarantees. |
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| Q. |
How much risk should I be willing to take? |
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We will discuss what is appropriate in your particular circumstance. |
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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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What services do you offer? |
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I am a full service financial planner. That is I look at someone's tax, insurance and investment needs and consider all when recommending a plan. |
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Why should I choose you as my financial advisor? |
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B.Comm from Univ. of Toronto, FMA (Financial Management Advisor) from CSI, CFP from the FPSC, CA from the Institute of Chartered Accountants of Ontario. |
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How do you charge for your services? |
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We offer full financial planning. Tax planning to save clients on what they earn, Insurance planning to protect what clients consider precious and Investment planning to help achieve client goals. |
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What services do you provide? What are your specialties? |
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Investments for higher net worth individuals |
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What is your experience? How many clients do you currently manage? |
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20 years experience and currently 300 clients |
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| Q. |
What financial institution(s) do you represent? |
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All except those that restrict access to their own captive sales force (i.e. London Life, Investors Group) |
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What are your qualifications and experience? |
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B.Comm from Univ. of Toronto, FMA (Financial Management Advisor) from CSI, CFP from the FPSC, CA from the Institute of Chartered Accountants of Ontario. |
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Will you come to our location? |
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Yes, for the initial meeting, if necessary. |
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What are your rates? |
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$300 per hour, however I usually give flat rates for work to be done. |
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| Q. |
Why should we choose you for our tax needs? |
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I'm a Chartered Accountant with 20 Years experience in Canadian Tax, with an excellent track record. |
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