Management Team

LORI MARTAI

VICE-PRESIDENT, REGISTERED PLANS DIVISION

With over 14 years of experience in the financial services industry, Lori’s extensive knowledge combined with her strong administrative skills provides a strong foundation for her role at Olympia Trust. While overseeing all aspects of the department, Lori continues to focus her attention on the development of long-term relationships, while ensuring that she remains current on relevant provincial legislation changes in the industry. Lori obtained her Bachelor of Arts from the University of Western Ontario. She has also completed her mutual fund licensing and the Officers', Partners', and Directors' designation through the Investment Funds Institute of Canada.

LYNN CRICHTON

MANAGER INVESTMENT SERVICES, REGISTERED PLANS DIVISION

Lynn brings with her 20 years of experience in the industry. She has attained a wealth of knowledge and experience in all aspects of the Registered Plans Division, with a special emphasis on mortgages and mortgage investment corporations. In the financial services industry, Lynn is well respected for her professionalism and exceptional client service. Her extensive expertise is a valuable asset to the department. Lynn has completed her mutual fund licensing through the Investment Funds Institute of Canada.

CRAIG SKAUGE

BUSINESS DEVELOPMENT MANAGER, REGISTERED PLANS DIVISION

Craig is responsible for developing innovative products and engineering distribution strategies for the Registered Plans Division. Craig’s extensive training includes a Bachelor of Management from the University of Lethbridge, in addition to a diploma in Business Administration from the Southern Alberta Institute of Technology. His abilities to address his clients’ concerns and requests in an efficient and effective manner make Craig a valuable member of our team.

DEDICATED EMPLOYEES

Andrea Gillis, Manager Client Services
Kelly Revol, Senior Account Administrator
Jeff Currie, Mortgage Administrator
Jennifer Bird, Account Administrator
Diane Burnside, Account Administrator

Our self administered plans team is recognized in the industry for their commitment to service. Their focus is on acquiring, retaining, and strengthening relationships with our clients and promoters. With continual education, they are able to bring new knowledge and expertise to the group. They pride themselves on providing prompt, efficient, and friendly service.