As a chartered professional accountant, Olivia brings a strong foundation in accounting, finance, and strategy. She began her career in public accounting, auditing banks and broker dealers before moving into the fintech space where she helped launch several product lines. Most recently, she worked as part of a corporate capital planning team in the telecom industry, managing a $400M capital budget. Olivia’s passion for helping clients achieve their goals blends into her personal life, where she volunteers teaching financial literacy and facilitating tax clinics.

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