Jerry Olynuk, LL.B, CFP, CFA
Managing Director & Portfolio Manager
As SVP & Portfolio Manager at Northland Wealth Management, Jerry Olynuk oversees the firm’s Calgary office as well as being a member of the Investment Committee where he focuses on the analysis and integration of global investments in portfolios. Jerry utilizes his diverse professional experience and knowledge which incorporates areas such as legal, tax and succession planning in the creation and management of an investment portfolio to meet each client’s unique needs and objectives.
Mr. Olynuk has an extensive two decade career in financial services which began in 1990 when Jerry entered the trust industry to apply his legal background to the planning, administration and ongoing management of complex estate and trust situations. In 1997, Jerry moved exclusively into the role of Portfolio Manager with the private client division of a major Canadian trust company.
In 2002, Jerry joined one of Canada's oldest, independent investment counseling firms as Vice-President & Portfolio Manager in order to provide more independent investment analysis and management for his clients including corporations and foundations. He was also a member of the firm's asset mix committee. In 2007, Mr. Olynuk took on a more senior role as Vice-President, Portfolio Manager and Chief Compliance Officer with a private investment firm to gain further experience in the management of investment funds and the operation of an investment counseling firm. In this role, Jerry was responsible for the management of the firm's balanced fund and bond portfolios, provided oversight of all the company's investment funds as CCO, and chaired the firm's Asset Mix committee. He carried out extensive, original work in the areas of asset mix, global investment portfolios, and customized investment solutions for private and institutional clients.
Mr. Olynuk is a Chartered Financial Analyst (CFA) charter holder, along with holding the Certified Financial Planner (CPF) and Trust Officer designations. Jerry is a graduate of the University of Saskatchewan holding degrees in Political Science and Law.
Jerry volunteers his time within the Calgary Arts community and charitable organizations as well as his family's sports clubs. He and his wife Debbie are long time subscribers with Calgary Opera.