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Who we are

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 link to the TFSA vs RRSP Calculator.

Watch this quick video to learn more about us

Would you like a FREE 5 Year Financial Plan?

Who we are

Our Team

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