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Olivia Casper

Registered Client Associate

Over the years, I have had the opportunity to work with clients in a variety of settings, from retail banking to private wealth management, which has given me a well-rounded perspective on the importance of personalized guidance and exceptional service.

I hold both a Bachelor’s degree in Business Administration and a Master’s degree in Accounting and Financial Management, which have provided a strong foundation in business strategy, financial analysis, and client service.

Today, as a Registered Client Associate at Servet Wealth Management, I work closely with our advisory team to support clients through every stage of their financial journey. I take pride in creating a seamless and welcoming client experience.

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