Mutual Funds Investment Specialist, Credential Asset Management Inc.
Kerrisdale Branch, Vancouver
"Timely and efficient communication is key to building a bond and trust in any relationship. I try and ensure my clients are comfortable in sharing their personal goals and that they feel heard and understood so that together we can build an appropriate roadmap for success.”
As a Financial Advisor, Olesea takes the time to get to know each of her clients in order to fully understand their unique financial situations and needs. The combination of her expertise, experience and personal approach ensures that her clients are provided with a comprehensive plan to help them reach their goals.
What drives Olesea’s success as a Financial Advisor is her collaborative approach in working with her clients. Key to this approach is providing education on the strategies she recommends – ensuring that her clients not only understand what she recommends but why – and how. Giving her clients context empowers them to make better decisions and provides the motivation to be an active participant in their journey and stay on track.
Olesea considers her ability to relate to her clients combined with analytical thinking and a creative approach to problem solving to be of greatest value to her clients. When a client approaches her with an issue, she is able to analyze the situation, provide creative solutions designed specifically for her clients, and then communicate them in an easily understood manner with a clear path for moving forward.
She understands that each and every client, no matter what their circumstances, is looking to enrich their life, whatever that may mean to them. Understanding her clients’ personal definition of success and creating a plan to make that happen is at the core of what she does.
Olesea is currently working towards her Certified Financial Planner designation, the gold standard of financial planning designations.
Learn more about the value of working with a financial advisor.