About the Registered Plans Division
Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters. Founded in 1996, Olympia Trust is a wholly-owned subsidiary of Olympia Financial Group Inc. (TSX: OLY). Like you, we are committed to the advancement of the Exempt Market and Private Lending Industry and advocate for the integrity in all aspects of our business. With a combined 300+ years in registered plan administration, our team’s expertise is unparalleled. We provide a personalized one-on-one service tailored to the Arm’s Length Mortgage and Exempt Market Industry.
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We’re defined by our commitment to unwavering client service and dedicated expertise in the Self-Directed Investment Industry. We pride ourselves on maintaining a leading position in understanding legislation, policies and regulations that govern the Exempt Market of Canada. We understand your diverse client needs and invest heavily in the ongoing development of our team, as well as advances within technology, resulting in an unparalleled experience.
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Investment Options
Our role is to act as an unbiased administrator and efficiently manage your transactions. We do not offer or promote any investment offerings, meaning the investment decisions are left to you and your client.
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Self-Directed Accounts
Our Self-Directed Accounts allow clients to hold qualified investments. The Self-Directed Platform gives the client control and accountability for all of their investment decisions.
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We’re proud to support advancements in technology which aim to make Self-Directed services more convenient and accessible to all of our clients. Our goal is to constantly stay one step ahead of the tech industry curve.