Neil has been working in the financial services industry for more than 20 years.  After spending the first part of his career working in the public sector as a business and strategic planner, he transitioned to the private sector working in customer service and operations while progressing through a private investment firm that provided him an opportunity to work abroad, highlighted by 18 months in Hamburg, Germany.  In 2010 he joined Olympia Trust and has been part of the management team in our Currency & Global payments division since.  In 2019 he was appointed Vice President and is focused on continuing to build our business through exceptional operations and outstanding customer service delivered by our exceptional team.  In his spare time he enjoys golfing and watching his teenage kids play soccer, and having a laugh with friends and family.

With over 13 years of experience in the financial industry, specializing in Financial Compliance and FINTRAC Regulations, Darci brings her extensive knowledge of internal operations and process implementation to the management team. She’s completed the CSC, is a designated CAMLI-PA and is committed to continued education and professional development. For the past decade Darci has honed her expertise in the industry through various courses, conferences and certifications led by industry leaders. 

Q: Best advice you have ever received?
A: Always make the best of a bad situation; learn to see the good in people, and find the silver lining

Q: If you could travel anywhere in the world, where would it be?
A: Greece, Santorini

Q: Other than working for our awesome team, what are you most passionate about?
A: Fitness, yoga and summer weather

Before joining Olympia Trust, Peggy spent more than 15 years in the Financial Services industry. Since joining Olympia in 2008 Peggy has applied her expertise in system development and enhancements to the CGP division as well as performing financial analysis. She is also involved in a treasury role and preparing necessary reconciliation. Peggy also has a vast set of experiences managing accounting departments for various financial institutions in Canada and Hong Kong, works diligently to ensure all aspects of book keeping are compliant and accurate. Peggy enjoys travelling with her family to experience different cultures in different countries.

Q: Other than working for our awesome team, what are you most passionate about?
A: I like to unwind by watching dramas and exercising.

Q: If you could travel anywhere in the world, where would it be?
A: My top two places to visit would be Iceland to see the Blue Lagoon and South Africa to see the wildlife

Q: Most used apps?
A: My two favourite apps are WhatsApp and Instagram. I like to stay connected to my family and friends overseas and be able to share highlights with them through photos on Instagram.

Bryan brings over 15 years of experience in the financial services industry to the Olympia Team. Before joining CGP Bryan was a senior VP of one of North America’s largest land acquisition companies. Bryan oversaw a team of 40 dealing representatives first in Western Canada and then moved to Toronto Ontario to run the company’s Eastern operations. Bryan was responsible for day-to-day operations while building a team that managed over $455mm is assets. Bryan has traveled the globe to establish and maintain strategic partnerships that he developed throughout his career.

Best advice you have ever received?
If it feels wrong it probably is.

If you could travel anywhere in the world, where would it be?
Anywhere warm that has a golf course.

If you could play any sport professionally what would it be?
Basketball and/or golf

With over 20 years of experience in the financial services industry, Anupama is an experienced professional with a passion for risk management, regulatory AML/CTF compliance, audits, customer service, and maximizing the efficiency of business operations. She holds the CAMS certification and oversees the overall compliance program for Olympia Trust Currency & Global Payments. Prior to joining Olympia, Anupama managed the sales administration division for a leading life insurance company where she focused on licensing and commission related payouts, regulatory compliance, policies & procedures, and complaint resolution.

With over 15 years of experience in the financial services industry, Jennifer brings with her a background in Project Management and Operations to the Olympia Trust team. Prior to joining Olympia, Jennifer actively managed the global operations of a private investment firm where she focused on the standardization of policies and practices in effort to improve and streamline international operational efficiencies. Responsible for a number of large scale projects, Jennifer will continue to drive performance, corporate training, and continuous improvement initiatives for Olympia Trust Currency & Global Payments.

Certified Financial Risk Manager (FRM)

Languages: English, French, Spanish

Alexander has been involved in capital markets since 2004 having started his career as an Equity and Derivatives Trader at one of Vancouver’s premier investment boutiques. He has practical, hands-on experience building derivative hedging strategies for institutional, corporate and retail clients. Throughout his career he has helped clients navigate through some of the biggest financial crises including building large portfolio hedges and alpha-generating trading ideas during the 2008 Great Financial Crisis.

He is a Certified Financial Risk Manager (FRM) with the Global Association of Risk Professionals. He holds a Bachelor of Applied Science (B.A.Sc.) from Simon Fraser University with a specialization in Applied Mathematics.

Case Study: New Hedging Strategy Saved Local BC Company Half a Million Dollars

Contact Alexander
granta@olympiatrust.com
1.866.927.7774

Q: Best advice you have ever received?
A: Emulation is key.

Q: If you could travel anywhere in the world, where would it be?
A: Oman

Q: If you could play any sport professionally, what would it be?
A: Soccer (OK, futbol)

Andrew has a Bachelor of Management and has utilized his education and knowledge of various industries to grow an extensive network of lasting business relationships.  Through collaborating with his clients he custom tailors the most effective foreign exchange program for them. His areas of expertise include industries in resource, aviation, and manufacturing sectors.

Case Study: Streamlining Global Payments Saves Company Time and Resources

Contact Andrew
parka@olympiatrust.com
1.866.927.7774

Q: If you could play any sport professionally, what would it be?
A: Golf

Q: Most used apps?
A: Wall Street Journal

With 13+ years of trading experience working directly with Olympia Trust, Ross is one of our most senior staff. He has the knowledge to work with every major industry including agriculture, oil and gas, heavy equipment and real estate. He specializes in hedging strategies and takes pride in keeping his clients informed of current market trends and projections.

Case Study: How a Simple Trading Tactic Saved Thousands of Dollars in 1 Year

Case Study: Managing Foreign Exchange Risk in an Uncertain Market Due to Covid-19

Contact Ross
lynchr@olympiatrust.com
1.866.752.7135

Q: Best advice you have ever received?
A: “Discipline equals freedom” – Jocko Willink

Q: If you could travel anywhere in the world, where would it be?
A: The Isle of Mann to watch the TT Races

Q: Other than working for our awesome team, what are you most passionate about?
A: Fitness and Motorcycles

Daniel brings 22 years of professional sales experience and 18 years of FX Market trading experience to the CGP team. With a strong focus on Technical Analysis of Global markets, Daniel excelled as a top performing trader for over 10 years with Olympia Trust Company. Daniel is now working on transferring his knowledge to the trading team to continue to improving processes and quality of service to support client’s needs.

Q: Best advice you have ever received?
A: Make the most out of every moment, live every day like it is your last.

Q: If you could play any sport professionally what would it be?
A: Formula 1 race car driver for team Ferrari.

Q: What are you most passionate about?
A: My Wife and two awesome kids, wood working, bladesmithing, rock climbing, and classic cars and motorcycles.

With 14 years of experience as a currency trader, Daron brings an expertise that his clients have come to rely on. His personalized service goes beyond payment processing and monitoring the rate. Daron ensures his clients are knowledgeable by keeping them up to date on current market trends. He specializes in hedging strategies minimizing the risk of adverse price movements.

Contact Daron
rusjand@olympiatrust.com
1.866.927.7774

Q: Best advice you have ever received?
A: When things are moving too fast slow down and take a breath.

Q: If you could travel anywhere in the world, where would it be?
A: Back to Bora Bora

Q: Most used apps?
A: Sportsnet, Bloomberg

Joshua specializes in working with large volume companies involved in agriculture, manufacturing and pharmaceuticals. With his acute knowledge in the global markets, he seeks to identify his client’s current and future needs. Through spot transactions as well as market orders and forward contracts, Josh strives to ensure his clients protect bottom line costs as well as maximizing profit.

Contact Joshua
schlebachj@olympiatrust.com
1.866.752.7135

Q: If you could travel anywhere in the world, where would it be?
A: New Zealand

Q: Other than working for our awesome team, what are you most passionate about?
A: Rugby and fitness

Q: If you could play any sport professionally, what would it be?
A: Golf

BA Econ

As a Senior Account Manager, Matthew has built long term relationships with clients in major sectors such as agriculture, oil & gas, healthcare, and industrial machinery. He strives to understand the unique requirements of any client and propose strategies to mitigate risk, protect profits, and maximize any FX exposures. Matthew has a passion for financial markets and holds a Bachelor of Economics and is pursuing his chartered financial analyst designation.

Contact Matthew
shewchukm@olympiatrust.com
1.866.752.7135

Q: If you could play any sport professionally, what would it be?
A: Formula 1 driver

Q: If you could travel anywhere in the world, where would it be?
A: Italy

Q: Other than working for our awesome team, what are you most passionate about?
A: Vintage automobiles

For over 25 years, Nick has been a noteworthy leader in the financial services industry. After graduating from Finance at NAIT, Nick embarked on an 18 year career with ATB Financial. Thereafter he worked at AUPE as the Manager Administration and Finance and then as a Senior Account Manager for 5 years at a private investment firm. In 2010 Nick became a founding partner, President & CEO of a company that grew into one of the largest Exempt Market dealerships in Canada. Throughout his career Nick has been in various leadership roles primarily focusing on operations, sales, customer service and staff management. Nick and his wife love to travel; he still plays competitive hockey and his best way to start his day is walking his two Huskies.

Q: Best Advice you have ever received:
A: It is easy to have values until they are tested. You have two ears and one mouth; use them proportionately.

Q: If you could travel anywhere in the world, where would it be?
A: Australia, Greece

Q: If you could play sports professionally, what would it be?
A: Hockey of course!

EMP, CPH, IATP, CSC, DFOL Candidate, BA

As Senior Trade Strategist at Olympia Trust, Robert (Bob) specializes in short and long term currency hedging requirements. Working with Canadian, Asian, European and American corporations across many industries, he has extensive knowledge of global markets and strives to apply that to the individual needs of each Client. Continued education is crucial for Bob while trading in the Exempt Market. After completing the Exempt Market Licensing program, Bob continues as a current DFOL Candidate. Bob is educated in Derivatives Fundamentals and Options Licensing providing his clients with confidence to utilize forwards, futures, swaps and options.

Contact Bob
costiganr@olympiatrust.com
1.866.927.7774

Q: Other than working for our awesome team, what are you most passionate about?
A: I would run a Dog sanctuary – all dogs all over the world could come and be free, fed and healthy.

Q: If you could play any sport professionally what would it be?
A: Shortstop for the LA Dodgers

Q: Best advice you have ever received?
A: I don’t want be a product of my environment, I want my environment to be a product of me.

Canadian Securities Course (CSC)

As a Senior Account Manager with Olympia Trust, Taylor specializes in assisting companies manage both immediate and future currency requirements. With extensive experience with large volume companies in sectors such as life sciences, Oil and Gas, Agriculture and Mining he strives to understand the unique needs of each individual business to ensure an exceptional level of service to his clients.

Article: Maximize Profits & Protect Against Losses

Contact Taylor
laheyt@olympiatrust.com
1.866.752.7135

Q: If you could travel anywhere in the world, where would it be?
A: Nicaragua 

Q: Other than working for our awesome team, what are you most passionate about?
A: Fishing

Q: If you could play any sport professionally, what would it be?
A: Golf

QAFP™, Qualified Associate Financial Planner

Chris has a Qualified Associate Financial Planner designation and has utilized his knowledge and experience of various industries to understand his client’s needs and provide the most disciplined foreign exchange strategy.

With current interest rates and market volatility, keeping clients informed is his number one priority, which means returning phone calls, following up with administrative issues, and providing educational materials.

Professional achievements includes:

• Exchange-traded Funds Course
• Life License Qualification Program (LLQP)
• The Investment Funds Institute of Canada (IFIC)
• The 90-Day MF Skills Builder
• CFP Professional Education Program
• Introduction to Professional Ethics

Contact Chris
chanc@olympiatrust.com
1.866.927.7774

Q: Best advice you have ever received?
A: Be a lifetime learner

Q: Other than working for our awesome team, what are you most passionate about?
A: Charity work with Salvation Army and Covenant House

Q: If you could play any sport professionally, what would it be?
A: Olympic Runner