Phone
+1 (778) 863-0959
loleson@tricorpacific.com
Lisa Oleson
As Chief Financial Officer, Lisa Oleson leads Tricor Pacific Capital’s financial strategy and operations across a diverse investment portfolio. She oversees accounting, tax, internal reporting, and administrative functions while managing the financial onboarding of new portfolio entities. She also plays a key role in shaping Tricor’s tax planning and succession strategy, ensuring the firm’s long-term financial sustainability.
Beyond financial oversight, Lisa is instrumental in advancing Tricor’s philanthropic initiatives, expanding the firm’s capacity to achieve its giving goals and drive meaningful community impact.
Lisa also serves on the Board of CPI Card Group, a leading provider of comprehensive financial payment solutions, including credit, debit, and prepaid cards for major banks, fintechs, and businesses across North America.
She earned her CPA designation through the legacy CGA BC program in 2015, graduating with Honours in the capstone PA1 exam, and holds an Honours Bachelor of Commerce degree from Laurentian University. Her strategic insight, leadership, and dedication make her an invaluable member of Tricor’s executive team.
Outside the office, Lisa stays active through yoga, dedicates her time to meaningful volunteer work, and enjoys traveling on new adventures with her family.
A quote that inspires me
“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle. As with all matters of the heart, you’ll know when you find it”
– Steve Jobs