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Olympia Trust Company

Full company profile

uuid000dk91

Namestring
Olympia Trust Company
Legal namestring
Olympia Trust Company
Websiteurl
olympiatrust.com
Company typeenum
Private
Founded yearint
1996
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersCalgary, Canada
HQ citystring
Calgary
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
self-directed investment accounts, transfer agent services, corporate trustee services, exempt market securities, currency and global payments
Industry4 codes
1Corporate Trust Services (Trustee, Agent & Escrow Roles)
CodeFSAEAKABPrimaryYes
2Transfer Agency & Shareholder Recordkeeping
CodeFSAAAMAAPrimaryNo
3Corporate & Institutional Trust Services
CodeFSAAANABPrimaryNo
4Employee Benefit & Retirement Plan Trust Services
CodeFSAAANACPrimaryNo
NAICS code3 codes
  • Trust, Fiduciary, and Custody Activities523991
  • Trusts, Estates, and Agency Accounts52592
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Trust and Financial Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1Investment Account Services Fees
TypeSubscription Recurring
Description

Fees charged for self-directed investment account administration, including transaction processing, account management, and custody services for Canadian investors holding exempt market securities, mortgages, and public securities.

olympiatrust.com
2Corporate & Shareholder Services
TypeTransaction Fee
Description

Transfer agent services, corporate trustee services, securityholder record keeping, meeting administration, and M&A support services for public and private companies.

css.olympiatrust.com
3RPAA Trust Services
TypeManaged Services
Description

Regulatory supervision and oversight services for payment service providers under the Retail Payment Activities Act.

css.olympiatrust.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Investment Account Services - Self-Directed Accounts
ModelSubscriptionBilling cadenceMonthly
Notes

Fee schedule available at /fee-schedule on the website

ias.olympiatrust.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Olympia Trust Company is a non-deposit taking trust company operating two main divisions. Investment Account Services provides Self-Directed Accounts to Canadian investors for holding Exempt Market Securities, Arms-Length Mortgages, and Publicly Traded Securities. Corporate & Shareholder Services provides transfer agent, corporate trustee, securityholder record keeping, securityholder meeting administration, and M&A support to public and private companies. Additional services include Currency & Global Payments and RPAA Trust Services for payment service providers.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Olympia Trust Company is a non-deposit taking trust company offering two core divisions: Investment Account Services providing Self-Directed Accounts to Canadian Investors, and Corporate & Shareholder Services offering transfer agent and corporate trustee solutions. These are supplemented by RPAA Trust Services for payment service providers, Currency & Global Payments for FX services, and digital platforms including Olympia Mobile and the Linkstar Proxy Voting Portal. The company operates as a wholly owned subsidiary of Olympia Financial Group Inc. (TSX:OLY).

Product and service1 record
1Investment Account Services
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Olympia Financial Group Inc.
Strategic tierCoreTypeOthers
Description

Olympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc. (TSX: OLY), which is the parent company and publicly traded parent entity.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
1Computershare
TypeDirect peer
Description

Global leader in transfer agency, corporate trust, and employee equity plan services, with a strong Canadian presence; directly competes with Olympia's Corporate & Shareholder Services division across issuers, proxy voting, and securityholder recordkeeping.

2Odyssey Trust Company
TypeDirect peer
Description

Canadian non-deposit trust company focused on transfer agent, corporate trust, and self-directed account services; the most direct Canadian pure-play comparable to Olympia across both core service lines.

3TSX Trust Company
TypeDirect peer
Description

TMX-owned Canadian transfer agent and corporate trustee; competes head-to-head with Olympia's Corporate & Shareholder Services division for issuer mandates, IPOs, and shareholder meetings.

4Equity Financial Trust
TypeDirect peer
Description

Canadian transfer agent and corporate trust provider (now part of IGM-affiliated Mackenzie); serves similar issuers and competes for self-directed account, transfer agent, and corporate trustee mandates.

5Intertrust Group
TypeDirect peer
Description

Global provider of corporate services, fund administration, and trust/fiduciary services; comparable to Olympia on the corporate trust and entity administration side, especially for cross-border corporate structuring work.

6Wealthsimple
TypeEmerging player
Description

Canadian digital wealth platform offering self-directed trading, registered accounts, and managed investing; competes with Olympia's Investment Account Services division for self-directed retail investors, particularly in registered plans and equities.

7Questrade
TypeEmerging player
Description

Canadian self-directed brokerage with registered accounts (TFSA, RRSP) and trading platform; overlaps directly with Olympia's Investment Account Services for self-directed Canadian investors holding public securities.

8CI Direct Investing
TypeBroad incumbent
Description

Direct investing arm of CI Financial offering self-directed trading and registered accounts in Canada; competes for the same self-directed investor segment Olympia serves with its public-securities self-directed accounts.

9TMX Group
TypeBroad incumbent
Description

Canadian market infrastructure operator (TSX, TSXV, CDS, TMX Trust); competes and partners across transfer agency, clearing, and corporate trust services where Olympia's CSS division is active for listed issuers.

10Broadridge Financial Solutions
TypeBroad incumbent
Description

Global provider of proxy communications, investor communications, and securities processing; overlaps with Linkstar and Olympia's virtual securityholder meeting capabilities for cross-jurisdictional issuers.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Olympia Trust Company

Trust and Financial Servicesolympiatrust.com

Olympia Trust Company firmographics

Firmographics
Name
Olympia Trust Company
Legal name
Olympia Trust Company
Website
https://olympiatrust.com
Company type
Private
Founded year
1996
Operating status
Operating
Headcount range
251–500 employees
Ownership category
akta.pro rank

Olympia Trust Company industry classification

Industry
Product category
Trust and Financial Services
NAICS
Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)
akta.pro secondary industries
Transfer Agency & Shareholder Recordkeeping (FSAAAMAA), Corporate & Institutional Trust Services (FSAAANAB), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

  • Self-directed investment accounts
  • Transfer agent services
  • Corporate trustee services
  • Exempt market securities
  • Currency and global payments

Where Olympia Trust Company is headquartered

Location

Headquarters

HQ city
Calgary
HQ country
Canada
HQ region
North America

Offices3 records

Markets served

Olympia Trust Company business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Investment Account Services Fees: Fees charged for self-directed investment account administration, including transaction processing, account management, and custody services for Canadian investors holding exempt market securities, mortgages, and public securities.
  2. Corporate & Shareholder Services: Transfer agent services, corporate trustee services, securityholder record keeping, meeting administration, and M&A support services for public and private companies.
  3. RPAA Trust Services: Regulatory supervision and oversight services for payment service providers under the Retail Payment Activities Act.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyInvestment Account Services - Self-Directed Accounts

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Olympia Trust Company product offering

Product offering

Core offering

Olympia Trust Company is a non-deposit taking trust company operating two main divisions. Investment Account Services provides Self-Directed Accounts to Canadian investors for holding Exempt Market Securities, Arms-Length Mortgages, and Publicly Traded Securities. Corporate & Shareholder Services provides transfer agent, corporate trustee, securityholder record keeping, securityholder meeting administration, and M&A support to public and private companies. Additional services include Currency & Global Payments and RPAA Trust Services for payment service providers.

Product overview

Olympia Trust Company is a non-deposit taking trust company offering two core divisions: Investment Account Services providing Self-Directed Accounts to Canadian Investors, and Corporate & Shareholder Services offering transfer agent and corporate trustee solutions. These are supplemented by RPAA Trust Services for payment service providers, Currency & Global Payments for FX services, and digital platforms including Olympia Mobile and the Linkstar Proxy Voting Portal. The company operates as a wholly owned subsidiary of Olympia Financial Group Inc. (TSX:OLY).

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Account Services

Companies that use Olympia Trust Company

Customer profile

Segments3 records

Ideal customer profiles3 records

Olympia Trust Company technology and API

Technology

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Olympia Trust Company partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Olympia Financial Group Inc.coreOthersOlympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc. (TSX: OLY), which is the parent company and publicly traded parent entity.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Olympia Trust Company competitors and assessment

Company assessment

Direct peers

  • Computershare: Global leader in transfer agency, corporate trust, and employee equity plan services, with a strong Canadian presence; directly competes with Olympia's Corporate & Shareholder Services division across issuers, proxy voting, and securityholder recordkeeping.
  • Odyssey Trust Company: Canadian non-deposit trust company focused on transfer agent, corporate trust, and self-directed account services; the most direct Canadian pure-play comparable to Olympia across both core service lines.
  • TSX Trust Company: TMX-owned Canadian transfer agent and corporate trustee; competes head-to-head with Olympia's Corporate & Shareholder Services division for issuer mandates, IPOs, and shareholder meetings.
  • Equity Financial Trust: Canadian transfer agent and corporate trust provider (now part of IGM-affiliated Mackenzie); serves similar issuers and competes for self-directed account, transfer agent, and corporate trustee mandates.
  • Intertrust Group: Global provider of corporate services, fund administration, and trust/fiduciary services; comparable to Olympia on the corporate trust and entity administration side, especially for cross-border corporate structuring work.

Emerging players

  • Wealthsimple: Canadian digital wealth platform offering self-directed trading, registered accounts, and managed investing; competes with Olympia's Investment Account Services division for self-directed retail investors, particularly in registered plans and equities.
  • Questrade: Canadian self-directed brokerage with registered accounts (TFSA, RRSP) and trading platform; overlaps directly with Olympia's Investment Account Services for self-directed Canadian investors holding public securities.

Broad incumbents

  • CI Direct Investing: Direct investing arm of CI Financial offering self-directed trading and registered accounts in Canada; competes for the same self-directed investor segment Olympia serves with its public-securities self-directed accounts.
  • TMX Group: Canadian market infrastructure operator (TSX, TSXV, CDS, TMX Trust); competes and partners across transfer agency, clearing, and corporate trust services where Olympia's CSS division is active for listed issuers.
  • Broadridge Financial Solutions: Global provider of proxy communications, investor communications, and securities processing; overlaps with Linkstar and Olympia's virtual securityholder meeting capabilities for cross-jurisdictional issuers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Olympia Trust Company social profiles

Digital presence

Olympia Trust Company financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Olympia Trust Company leadership team

Management profile

Number of profiles

Profiles13 records

Olympia Trust Company funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Olympia Trust Company M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Olympia Trust Company

What does Olympia Trust Company do?

Olympia Trust Company is a non-deposit taking trust company operating two main divisions. Investment Account Services provides Self-Directed Accounts to Canadian investors for holding Exempt Market Securities, Arms-Length Mortgages, and Publicly Traded Securities. Corporate & Shareholder Services provides transfer agent, corporate trustee, securityholder record keeping, securityholder meeting administration, and M&A support to public and private companies. Additional services include Currency & Global Payments and RPAA Trust Services for payment service providers.

Is Olympia Trust Company a public or private company?

Olympia Trust Company is a private company. It is classified as corporate owned and is currently operating.

When was Olympia Trust Company founded?

Olympia Trust Company was founded in 1996. It employs 251 to 500 people.

Where is Olympia Trust Company based?

Olympia Trust Company is headquartered in Calgary, Canada, in the North America region.

How does Olympia Trust Company make money?

Three revenue lines are on record. Investment Account Services Fees are the primary driver. The others are corporate & Shareholder Services and RPAA Trust Services.

Who are Olympia Trust Company's main competitors?

Direct peers on record are Computershare, Odyssey Trust Company, TSX Trust Company, Equity Financial Trust and Intertrust Group. Emerging players are Wealthsimple and Questrade. Broad incumbents are CI Direct Investing, TMX Group and Broadridge Financial Solutions.

Does Olympia Trust Company have an API?

No public API is recorded for Olympia Trust Company.

What industry is Olympia Trust Company in?

Olympia Trust Company's product category is Trust and Financial Services. Its primary akta.pro industry code is FSAEAKAB, Corporate Trust Services (Trustee, Agent & Escrow Roles), with a secondary code of FSAAAMAA, Transfer Agency & Shareholder Recordkeeping. Its NAICS code is 523991 and its SIC code is 6282.

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Live signals
YahooBig Bear Gold Corp. Announces Change of Transfer Agent to Olympia Trust CompanyBig Bear Gold Corp. announced that Olympia Trust Company replaced Computershare Trust Company as its transfer agent, effective October 1, 2026. Shareholders need not take any action, and all shareholder inquiries should now be directed to Olympia Trust Company.Financial PostBig Bear Gold Corp. Announces Change of Transfer Agent to Olympia Trust CompanyBig Bear Gold Corp. announced that Olympia Trust Company replaced Computershare Trust Company as its transfer agent, effective October 1, 2026. Shareholders need not take any action, and all shareholder inquiries should now be directed to Olympia Trust Company.GlobeNewswireFlow Capital Announces Additional $2.3 Million Tranche of Non-Convertible Debenture TransactionFlow Capital completed a $2.3 million tranche of non-convertible debentures, with proceeds to fund investments and general corporate purposes. The transaction was executed with Olympia Trust Company as trustee.FlowcapFlow Capital Announces Additional $3.015 Million Tranche of Non-Convertible Debenture TransactionFlow Capital Corp. has completed a second tranche of its non-convertible loan transaction, securing an additional C$3.015 million in principal amount. This follows an initial tranche of C$17.9 million closed on August 1, 2023, with the net proceeds designated for funding investments and general corporate purposes. The transaction involves debentures issued to lenders under an agreement with Olympia Trust Company as the trustee.GlobeNewswireOlympia Financial Group Inc. Announces Changes to the Directors of Olympia Trust CompanyOlympia Financial Group announced Brenda Eprile's election to the Olympia Trust Company board and Robert Phillion's resignation. Eprile previously led Home Capital Group through a liquidity crisis, securing a $2 billion backstop from Berkshire Hathaway. The company thanked Phillion for his service.GlobeNewswireOlympia Announces Intention to Launch Transfer Agency and Corporate Trust BusinessOlympia Financial Group's subsidiary Olympia Trust Company will launch a transfer agency and corporate trustee business on December 14, 2018, after selling its CSS division to Computershare for $43 million in 2013. The company plans to spend six months establishing systems and training staff before operations begin.GlobeNewswireProvision of Trust Services to Ontario Residents by Olympia Trust CompanyOlympia Trust Company, a wholly-owned subsidiary of Olympia Financial Group, provides trust services to Ontario residents through licensed provinces. It administers thousands of registered plan accounts but is not licensed in Ontario, so it cannot operate there. Ontario residents may continue using existing accounts and open new ones by contacting Olympia in a licensed province.GlobeNewswireOlympia Financial Group Inc. Announces the Resignation of Cora Pettipas as a Director of Olympia Trust CompanyOlympia Financial Group Inc. announced the resignation of Dr. Cora Pettipas as a director of its subsidiary Olympia Trust Company. The company thanked her for her service and wished her well in future endeavors.GlobeNewswireOlympia Loses Appeal of Adverse Tax Ruling; Proceeding toOlympia Financial Group's Federal Court of Appeal appeal failed, confirming its trust company is a purchaser under the Income Tax Act and liable for withholding tax. The company plans a full tax court trial and claims damages against annuitants and lawyers. It expects the CRA to issue additional assessments of $1.9 million plus interest.GlobeNewswireCORRECTION FROM SOURCE: Olympia Receives Adverse Tax Ruling on Non-Resident Withholding Tax IssueOlympia Financial Group received an adverse tax ruling from the Tax Court of Canada, making its trust company liable for withholding tax on share sales to non-residents from 2001-2004. The company will record a $1.27 million charge in fiscal 2014 Q4, net of taxes and bonuses, and will appeal the ruling.