About Us
We design and deliver strategic solutions that help organizations operate smarter, reduce risk, and scale with confidence. Our work sits at the intersection of compliance, technology, and operational excellence.
Strengthening the infrastructure behind regulated industries
Oliver Solutions designs and delivers secure certification and compliance systems that support the evolving needs of regulated markets. Our focus is simple: build reliable, scalable platforms that uphold regulatory standards while improving operational efficiency.
We align technology, accreditation, and governance to ensure organizations operate with confidence and control.
Proven across regulated sectors
Oliver Solutions has expanded from its foundation in financial services education into a multi-sector regulatory technology and program management platform. Today, we serve industries including insurance, alcohol retail and delivery, travel, real estate, and professional continuing education.
Our capabilities span accreditation management, secure platform architecture, remote proctoring, identity verification, and continuing education tracking — delivering scalable solutions trusted by regulators, associations, and enterprise organizations.
OUR HISTORY
Learn more about our retail brands and customized solutions.
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1983 — Founded on industry expertise
Oliver Publishing Inc. was founded by Dale Oliver, whose passion for sharing industry knowledge quickly gained recognition across the Canadian securities sector. What began as support for individuals preparing to write industry-entry exams evolved into a broader model for exam-focused education.
As demand grew across financial services, Oliver expanded its team of subject-matter experts and replicated its proven approach to exam preparation across financial planning, mutual funds, wealth management, and life insurance.
Oliver’s Study Notes became an industry staple — trusted by thousands of professionals preparing for certification.
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2011
Robert Gardias Repositions Oliver for the Digital Era
Robert Gardias acquires Oliver Publishing Inc., bringing deep expertise in financial technology and digital platform architecture. Prior to the acquisition, he led the development of award-winning financial advisor portals for two of Canada’s largest fund companies — initiatives recognized for both innovation and scale.
Under his leadership, Oliver executed a decisive strategic pivot toward a technology-driven EdTech model, embedding innovation at the core of the organization. The company’s first major transformation was structural and foundational: evolving from a traditional paper-based textbook publisher into a fully digital education technology platform built on a unified, scalable, multi-client architecture.
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2013
Expansion into the U.S. Regulated Continuing Education Market
Oliver acquires CE Network Inc., expanding into the U.S. regulated continuing education market. With CE Network’s exclusive focus on professional certification and compliance, the acquisition extends Oliver’s regulated education footprint across North America.
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2014
Launch of proprietary B2B platform
Oliver launches its proprietary B2B education technology platform, delivering a fully integrated, end-to-end solution for regulated education. The platform is adopted by financial institutions, insurers, colleges, and regulatory organizations — establishing Oliver as a scalable technology partner in compliance and certification.
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2015
Industry-First Remote ProctoringOliver leads the Canadian life insurance industry with the first remotely proctored life insurance certification exam — expanding access while maintaining rigorous exam integrity standards. -
2017
Oliver launches Digital Lock™
A proprietary downloadable application that creates a secure, controlled environment for high-stakes exam invigilation — strengthening the integrity of remote assessment.
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2017
First National Trade Association Client
Oliver secures its first national trade association client, extending its platform capabilities into large-scale professional certification environments.
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2018
First Regulator Client
Oliver secures its first regulator client, marking a pivotal milestone in the company’s evolution into regulatory infrastructure and compliance technology.
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2018
International Accreditation Achieved
Oliver earns international accreditation as an ANSI/IACET-compliant organization. The ANSI/IACET standard recognizes adherence to rigorous best practices across governance, instructional design, delivery, security, and evaluation — reinforcing Oliver’s commitment to globally recognized compliance standards.
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2020
Expansion into Canadian Postsecondary Education
Oliver secures its first Canadian college client, expanding its platform into accredited postsecondary education.
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2022
International Creative Recognition
Oliver earns a Hermes Creative Award for an interactive French-language insurance certification course, recognizing excellence in digital course design and learner experience.
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2024
AGCO accreditation for Retail Alcohol Sales Certification
Oliver Solutions received approval from the Alcohol and Gaming Commission of Ontario (AGCO) for its Safe Selling retail alcohol sales certification program. The accreditation positioned Oliver as an approved training provider supporting Ontario’s expanding regulated alcohol retail marketplace.
Safe Selling meets AGCO’s standards for responsible liquor sale training and supports compliance requirements for grocery, convenience, big box retail operators and winery boutiques.
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2025
AGCO accreditation for Retail Alcohol Delivery Certification.
Oliver Solutions received AGCO Board approval for its Safe Delivery Licence to Deliver certification program, authorizing the delivery of compliant alcohol delivery training across Ontario.
The approval reinforces Oliver’s role as a trusted regulatory education partner, delivering secure, scalable certification infrastructure aligned with provincial compliance standards.
