Graham’s role at Exponent includes direct portfolio management, investment analysis, asset oversight, allocation and portfolio engineering, SRI/ESG mandates and Charitable Foundations. Graham is a member of the CFA Institute and the CFA Society of Ottawa. Graham is also a Governor of the Canada Israel Chamber of Commerce whose purpose is to foster and enhance trade and investments between Canada and Israel by coordinating social activities in order to expose the most relevant opportunities and challenges in today’s fast paced world.
Outside of the office, Graham enjoys cottage life, the martial art of Tae Kwon Do where he practiced as a Black Belt for 22 years and created a local non for profit teaching school, served on the Board of FM-CFS Canada as immediate Past Chair for 8 years and has taught Pension Benefits Program (Finance) for a major Ontario Collage as well as Finance for 4th year University students.
In 2018, Graham was recognized by the CFA Institute for his dedication and commitment to continuing professional development and lifelong learning by being awarded his 25-year certification.
Given the complexities and uncertainties surrounding retirement decumulation, especially considering increased life expectancy and economic challenges like inflation, retirees may seek alternative solutions beyond traditional
Indeed, the decumulation phase of retirement presents significant challenges for both retirees and pension plan sponsors, particularly in the context of defined contribution pension plans.
Two significant events have occurred since we flipped our calendars over on January 1st, 2020. We all endured the rigorous Global Pandemic which will have
Home renovations, car repairs, cutting our own hair and even self health diagnosis. Ever ask yourself why DIY result in so many disasters? “Free information”
As we tame our debt loads and start to understand the differences between “needs vs wants”, as defined in part 2 of this on-going series,
There are always a handful of things we all loathe in life, doing our taxes, going to the dentist and of course, when necessary, sitting
"*" indicates required fields