2024 Q1 Market Review
Two centuries of financial gain: Key patterns in investments
Financial planning and portfolio management, the Exponent way: A field guide
2023 Q1 Review: Navigating The Fallout of Rising Interest Rates
The new investment paradigm
2022: Bringing back the true definition of risk
The value of a portfolio manager during a bear market (or any other kind of market, for that matter)
Markets And The Rearview Mirror
2022 Q3 Market Review
BENOIT POLIQUIN, CFA, CFP
President & Portfolio Manager
Ottawa
ALEX BERNIER, PFP, CFP
Partner
SHANNON BOSCHY, BFA, CFP
MARLÈNE CHAINÉ, CIM
TYSON CHARLEBOIS, CFA
Partner & Portfolio Manager
STEPHAN DESBIENS, CIM, PFP
Partner & Associate Portfolio Manager
ELIOTT EINARSON, CFP
Winnipeg
MATHEW HALL, CFA, CFP
GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC
Toronto
Graham Mayes, CFP, TEP, MTI
Chief Investment Strategist, Portfolio Manager & Partner
SCOTT SPENCE, CFP, CDFA, CIM, FCSI, Q.MED
Operations Team
RYAN CAMERON
Marketing Manager
JESSICA EL-SHEIKH ALI
Investment Account Manager
NOLAN HOW
Intern
DARRELL MAYO, MFIN
Associate Portfolio Manager & Trader
GLORIA SEMAAN
Operations Manager
