Caval Olson-Lepage B.A., Cfp® Email & Phone Number
Who is Caval Olson-Lepage B.A., Cfp®? Overview
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Caval Olson-Lepage B.A., Cfp® is listed as Manager, Wealth Services at Innovation Wealth, based in Saskatoon, Saskatchewan, Canada. AeroLeads shows a matched LinkedIn profile for Caval Olson-Lepage B.A., Cfp®.
Caval Olson-Lepage B.A., Cfp® previously worked as Media Ambassador at Fp Canada and Growth & Engagement Manager at Collabria Financial Services Inc.. Caval Olson-Lepage B.A., Cfp® holds Bachelor Of Arts (B.A.), Sociology from University Of Saskatchewan.
Email format at Innovation Wealth
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About Caval Olson-Lepage B.A., Cfp®
Caval is the Manager of Wealth Services with Innovation Wealth. Having worked in the financial industry for 18 years, she is intensely committed to supporting and empowering people through financial literacy. Her passion for her career has earned her a Wealth Professional Young Gun Award as well as a number of Qtrade Top Advisor Awards. Her expertise and financial acumen have led to multiple features on CTV's morning news, CBC radio as a guest expert on a variety of financial topics, as well as being interviewed in a number of nationally published news sources such as the Globe and Mail and BNN. Her strong media presence led to an opportunity to work with FP Canada as one of their Media Ambassadors, a position she has enjoyed since 2020. Caval is an empathetic leader who is dedicated to the growth and success of the team as a whole. She is a continual learner, always looking for ways to grow herself and others personally and professionally. This lead to her work with Saskatchewan Young Leaders, an organization dedicated to growing and empowering emerging leaders in the Credit Union System.As a passionate advocate, Caval has held executive board positions locally and nationally with Business and Professional Women fostering the professional and leadership potential of women through education, advocacy and mentorship. Her advocacy work led to a 2017 YWCA Women of Distinction Award Nomination and a 2017 CBC Saskatchewan Top 40 under 40 Nomination.
Caval Olson-Lepage B.A., Cfp®'s current company
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Caval Olson-Lepage B.A., Cfp® work experience
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Media Ambassador
Growth & Engagement Manager
Mutual Funds Investment Specialist
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.
Certified Financial Planner®
I am a CERTIFIED FINANCIAL PLANNER® with TCU Wealth Management, a division of TCU Financial Group. I work with clients to build a plan for their specific goals in the areas of Retirement, Estate and Financial Planning. I also assist clients in choosing investments that match their investment and planning objectives.
Account Manager
Assisted clients with their personal banking and personal lending needs.
Member Services Representative
Caval Olson-Lepage B.A., Cfp® education
Bachelor Of Arts (B.A.), Sociology
Certified Financial Planner, Financial Planning And Services
Responsible Investment Advisor Certification, Responsible Investing
Frequently asked questions about Caval Olson-Lepage B.A., Cfp®
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What company does Caval Olson-Lepage B.A., Cfp® work for?
Caval Olson-Lepage B.A., Cfp® works for Innovation Wealth.
What is Caval Olson-Lepage B.A., Cfp®'s role at Innovation Wealth?
Caval Olson-Lepage B.A., Cfp® is listed as Manager, Wealth Services at Innovation Wealth.
Where is Caval Olson-Lepage B.A., Cfp® based?
Caval Olson-Lepage B.A., Cfp® is based in Saskatoon, Saskatchewan, Canada while working with Innovation Wealth.
What companies has Caval Olson-Lepage B.A., Cfp® worked for?
Caval Olson-Lepage B.A., Cfp® has worked for Innovation Wealth, Fp Canada, Collabria Financial Services Inc., Affinity Credit Union, and Credential Asset Management Inc.
How can I contact Caval Olson-Lepage B.A., Cfp®?
You can use AeroLeads to view verified contact signals for Caval Olson-Lepage B.A., Cfp® at Innovation Wealth, including work email, phone, and LinkedIn data when available.
What schools did Caval Olson-Lepage B.A., Cfp® attend?
Caval Olson-Lepage B.A., Cfp® holds Bachelor Of Arts (B.A.), Sociology from University Of Saskatchewan.
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