Caval Olson-Lepage, CFP®, B.A., RRC, RIAC

Home / Caval Olson-Lepage, CFP®, B.A., RRC, RIAC

Investment Advisor
Certified Financial Planner
Qtrade Top Advisor 2015, 2016

3130 Preston Ave South
Saskatoon, SK 
S7T 0V1

Email | Tel: 306.651.6745
Website | LinkedIn

I have worked with TCU for over 10 years and I pride myself on the high level of personalized service I deliver to my clients. I believe in creating a long lasting relationship with my clients, as each situation is unique and there is no “one size fits” all solution. Financial planning is a journey we are on for our entire life.

I believe that responsible investing is key in today’s investment environment. It is important to know that in addition to achieving your financial goals, your investments are creating a better world today and in the future through positive social, environmental and corporate governance impact.

I hold the Registered Retirement Consultant-RRC® designation in addition to being a CERTIFIED FINANCIAL PLANNER®. I am involved with the Saskatchewan Young Leaders, an organization dedicated to empower youth to grow in and for the credit union system. I am currently the President of Business and Professional Women of Saskatoon, a group which encourages women to lead in our community through mentorship and professional development.

I have been married to my husband, Alan, for over 10 years and have one son, Ethan. I am very involved in Ethan’s academic and leisure activities – volunteering with his school and assisting with coaching his baseball team. Outside of work you can find me reading, playing slo-pitch, spending time outside with family and friends, and camping during the summer.

Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Funds.

Our Sustaining Members

IA Clarington

Addenda Capital

Associate Members

First Calgary Financial
State Street Global Advisors
Mackie Research
Investors Group
Mackenzie Investments
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
Global Alpha Capital Management
Vancity Credit Union
Servus Credit Union
Groupe Investissement Responsable
Guardian Ethical Management
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Purpose Capital
Evolve Funds
SAGE Connected Investing
Etho Capital
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group