As an Investment Advisor, Olivia strives to be a welcoming and dependable point of contact for Oakwater clients. With a specialization in client service, she is knowledgeable in assisting our clients at all stages of their financial journey. Her role encompasses maintaining office policies and procedures while actively listening to client feedback to ensure a seamless and efficient experience. Olivia is committed to delivering personalized support and fostering long-lasting client relationships.
Olivia brings years of experience in assisting executives and prides herself on a hands-on learning approach. Inspired by a former mentor's strong work ethic and "we can do more" attitude, Olivia has cultivated a quick, dynamic thinking style that enhances her ability to coordinate various tasks within the office efficiently.
The eldest of 5 siblings, Olivia has always held a lot of responsibility and enjoys being someone that others can rely upon. Her caring and diligent nature resonates with clients, making them feel supported and valued. Committed to professional growth, Olivia plans to keep furthering her education through the Canadian Securities Institute.
Outside of the office, Olivia enjoys spending time with her younger siblings, exploring new exercise classes, e-biking around the city, and discovering new local restaurants.