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Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors. Like you, we are committed to the advancement of the Private Markets and Private Lending Industry and advocate for the integrity in all aspects of our business.
Maintaining your Self-Directed Accounts just got easier! Olympia Mobile offers you instant access to inclusive account details, and transaction information while guaranteeing you’re treated to a peak user experience.
Stay in-the-know on your investment transactions anytime, anywhere.
Manage your fees efficiently with zero paperwork.
Purchase investments, make a contribution, and perform other online transactions.
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.
Our Self-Directed Accounts allow clients to hold a multitude of qualified investments. These include Exempt Market Securities (Private Mutual Fund Trust Units / Private Corporate Debt Securities / Private Company Shares – CCPCs / Mortgage Investment Corporation Shares - MICs), Arms-Length Mortgages, Mutual Funds and Publicly Traded Securities. Our Self-Directed Platform gives the client control of their investment decisions.
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In addition to staffing challenges related to COVID-19, we have also just made a major business acquisition that is affecting our ability to assist you.
Please know that these delays are temporary, and we will get through this.
We appreciate your patience and understanding as we work through this new business environment.
We are committed to getting back to delivering our usual level of care and the efficient service you deserve.
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