Caval Olson-Lepage B.A., Cfp® Email and Phone Number
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.
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Manager, Wealth ServicesInnovation Wealth Apr 2024 - PresentSaskatchewan, Canada -
Media AmbassadorFp Canada Sep 2020 - Present -
Growth & Engagement ManagerCollabria Financial Services Inc. May 2023 - Apr 2024Saskatchewan, Canada -
Advisory Team Lead, WealthAffinity Credit Union Feb 2019 - May 2023Saskatoon, Saskatchewan, CanadaAdvisory Team Lead, Wealth -
Mutual Funds Investment SpecialistCredential Asset Management Inc Feb 2019 - May 2023Saskatoon, Saskatchewan, CanadaMutual funds and related financial planning services are offered through Credential Asset Management Inc.
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Certified Financial Planner®Tcu Financial Group Aug 2012 - Feb 2019Saskatoon, SkI 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 ManagerTcu Financial Group Jul 2008 - Aug 2012Assisted clients with their personal banking and personal lending needs. -
Member Services RepresentativeTcu Financial Group Nov 2006 - Jul 2008Saskatoon, Saskatchewan, Canada
Caval Olson-Lepage B.A., Cfp® Education Details
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Sociology -
Canadian Institute Of Financial PlanningFinancial Planning And Services -
Pri Academy/Responsible Investment AssociationResponsible Investing
Frequently Asked Questions about Caval Olson-Lepage B.A., Cfp®
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 the current company?
Caval Olson-Lepage B.A., Cfp®'s current role is Building Wealth, Securing Futures | Trusted Wealth Leader.
What schools did Caval Olson-Lepage B.A., Cfp® attend?
Caval Olson-Lepage B.A., Cfp® attended University Of Saskatchewan, Canadian Institute Of Financial Planning, Pri Academy/responsible Investment Association.
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