Who We Are

Exempt Edge Inc. is a leader in building technological solutions for the exempt market that save time, create efficiencies and move our industry forward.

Our History

Exempt Edge Inc. is a division of the Olympia Financial Group (TSX:OLY) which has over 20 years of experience working with clients in the Private Capital Markets of Canada.

Our Mission

We believe that participants of the Private Capital Markets of Canada have been historically underserved when it comes to technological solutions. Our mission is to build amazing software that puts our industry on a level playing field with other segments of the wealth building industry.

We are Exempt Edge Inc. – Tech Solutions built FOR the Exempt Market BY the Exempt Market.

Meet Our Team

Craig Skauge

PRESIDENT

Craig is the Chairman and Founder of the National Exempt Market Association. Mr. Skauge is currently a member of both the Ontario Securities Commission’s Small and Medium Enterprises Committee and the Alberta Securities Commission’s Exempt Market Dealer Advisory Committee. Mr. Skauge previously sat on the Exempt Market Advisory Committee of the Ontario Securities Commission as well. Mr. Skauge is the Executive Vice President and a Director of Olympia Financial Group Inc. (TSX: OLY).

Phil du Heaume

ADVISOR

Phil articled and spent 5 years at an Edmonton-based mid-size law firm, where his practice was primarily made up of advising clients on corporate, commercial or securities transactions and related matters. He joined Raintree Financial Solutions, one of Canada’s largest exempt market dealers, in 2013 as part of the firm’s senior executive team in the role of Vice-President, Legal & Compliance. He left Raintree in mid 2016 to pursue Phil du Heaume Professional Corporation as a means of providing independent general counsel services to the underserved Edmonton small and medium enterprise (SME) market with Raintree’s support as a key client.

Stephen Preston

VICE-PRESIDENT

Stephen has been actively involved in the financial industry for almost a decade including extensive experience with start-ups and international real estate projects. He is extremely passionate about the exempt market and brings a wealth of knowledge and expertise to the industry. He graduated from Mount Royal University with a BBA in Financial Services and has also completed the Canadian Securities Course.

Ken Plumb

HEAD DEVELOPER

Ken’s career has been problem solving, streamlining business process and maximizing data efficiency. For over thirty years he has been involved with digital and along the way he completed his MBA. In 2006 Ken formed his own company, PDERAS Consulting Group, that focuses on digital business processes, the development of online software, and database management. PDERAS has been involved in developing solutions for the Exempt Market for over seven years and Ken continues to be instrumental in the architecture of these digital solutions.

Ryan McKenna

MANAGER INFORMATION TECHNOLOGY

Currently Ryan works as Manager, Information Technology at Olympia Trust. He has lead several successful projects related to: software development, infrastructure, disaster recovery, information security and technical support. Ryan is a passionate leader in a high performance environment delivering solutions that align with business objectives. His confident leadership style is based on an extensive knowledge of process, development environments, project management and best practices. More recently, Ryan has been developing practices for quality software development using respected current and evolving methodologies and technologies.

Chris Lindsay

BUSINESS DEVELOPMENT MANAGER

Chris has been actively involved in technology and finance for over 2 years, with experience in client management, sales and online technology solutions. Chris is a double graduate from the University of Alberta with degrees in Commerce and Politics/Markets. Since graduation he has worked internationally for both public and private firms, providing a wide array of experience and knowledge.

Logan McLean

VISUAL DESIGNER

Logan is our resident designer. When he is not working on developing our website he is animating videos, designing print/marketing media, and improving our user experience. Logan’s goal is to ensure our customer material punches above its weight-class before being shipped off. His current position at Olympia Trust Company as Web and Graphics developer has allowed him to gain valuable insight into the financial industry’s unique design needs.

Alix Sullivan

CLIENT SUCCESS MANAGER

Alix has had years of experience in customer service and understands that great customer interactions are what foster lasting relationships. Alix got her start in the Exempt Market when she joined the team at Olympia Trust Company. During her time at Olympia she worked closely with the Issuer Services Team and was able to get firsthand experience working with new and existing Issuers. Over the past several years her position has allowed her to gain a unique understanding of the relationship between the Issuers, the dealers and the clients.

WANT TO JOIN OUR TEAM?

OPPORTUNITIES

Testimonials

“There is no doubt in my mind that Exempt Edge provides industry leading solutions for the Exempt Market.”

Nick Fournier, CEO, Raintree Financial Solutions

“Stephen and the team at Exempt Edge represent a new phase for us at Rockspring Capital. Having done business with Olympia for many years we know the quality of products they bring into the exempt market space. Getting to incorporate EE’s new product into our interface means taking another step for our investors to create an experience that is customized to their needs backed be the quality that Olympia/Exempt Edge have established.”

Michael Kastel, Director Investor Relations, Rockspring Capital

“Signing up with Exempt Edge was a very easy decision for us to make at R&D.   Thanks to the focused tech solutions designed specifically for the exempt market, we are very happy and confident with all of our back office needs going forward.  We also know that with Olympia’s track record, we will be prepared for whatever else may come.

Jason Park, President, Rethink and Diversify Securities Inc.

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For a complete list of product features and pricing information, fill out this form.

SIGN UP FOR A DEMO

For a complete list of product features and pricing information, fill out this form.