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Our Team

Ottawa Office

BENOIT POLIQUIN, CFA, CFP

President & Portfolio Manager

Graham Mayes, CFP, TEP, MTI

Portfolio Manager & Partner

MATHEW HALL, CFA, CFP

Partner & Portfolio Manager

TYSON CHARLEBOIS, CFA

Partner & Portfolio Manager

STEPHAN DESBIENS, CIM, PFP

Partner & Associate Portfolio Manager

MARLÈNE CHAINÉ, CIM

Partner

SHANNON BOSCHY, BFA, CFP

Partner

ALEX BERNIER, PFP, CFP

Partner

Operations

GLORIA SEMAAN

Operations Manager

DARRELL MAYO, MFIN

Associate & Trader

JESSICA EL-SHEIKH ALI

Investment Account Manager

RYAN CAMERON

Marketing Manager

NOLAN HOW

Analyst

Toronto Office

GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC

Partner & Associate Portfolio Manager

Winnipeg Office

ELIOTT EINARSON, CFP

Partner

SCOTT SPENCE, CFP, CDFA, CIM, FCSI, Q.MED

Partner

Please check your email inbox and spam folder for the advisor checklist.

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