Kyle Truan-Olsen is an experienced investment advisor currently working at FirstOntario Credit Union since March 2021. Previously, Kyle served as a financial advisor at Edward Jones from February 2018 to August 2020, where a focus was placed on understanding client goals to facilitate effective financial planning. Prior to that role, Kyle was a financial security advisor at Freedom 55 Financial from 2015 to February 2018, providing tailored financial plans to clients. Kyle also worked as a lead generation coordinator for the Niagara Region at Reliance Home Comfort from June 2010 to November 2012, responsible for managing a team, organizing events, and developing marketing strategies to enhance sales and brand awareness. An educational background includes a four-year honors degree in Business Communications from Brock University, and a Bachelor of Arts in General Studies from York University.
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FirstOntario Credit Union
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a Member, you’re an Owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services. With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re governed. Today, FirstOntario Credit Union serves more than 115,000 Members with a full suite of banking products and has 30 locations serving 14 communities within the Hamilton, Halton, Niagara, Haldimand/Norfolk and Oxford regions.