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Olivia Chan

Olivia earned her Bachelor of Arts in Economics from York University and have over a decade of operational experience in banking, asset management, and the fintech industries across Canada and the US.

My passion for finance began during my college years when I sought ways to fund my travel aspirations during reading breaks, despite having limited funds. Discovering the stock market and the importance of saving and investing sparked a lasting interest in making money work for me. Although my investment goals and strategies have evolved since then, the fundamental principle of building wealth through diligent saving and investing remains.

I live in Sammamish, Washington with my husband and two daughters. Outside of work, I enjoy spending time with my family and volunteering at my daughters’ school. We fully embrace Pacific Northwest’s outdoor opportunities, from skiing in the winter to golfing in the summer. Our love for travel also keeps us exploring new destinations and cultures.